Reconciliation Specialist

The Reconciliation Specialist will report to the Director, Reporting & Reconciliation in the Ops - Tax reporting, Recon & Training Department. This role is responsible for performing operational support duties. This department is responsible for, but not limited to, obtaining bank account and trust accounting system balances and activity, reconciling and auditing transactions, follow-up on outstanding items. Within the department, there is a high degree of teamwork and cross training. The position also assumes the primary responsibility of interacting with all internal departments to resolve customer requests or answer any inquiries. The ideal candidate will have strong attention to detail, accurate data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. Through verbal and written communication, this person will need to develop, strengthen, and maintain a positive relationship with all internal departments.

• Obtain the balance and activity for the various banks daily
• Obtain the appropriate reports from the trust accounting system for reconciling daily
• Analyze and reconcile the various bank account balances and activity to the trust accounting system balances and activity daily
• Contact internal clients as necessary to obtain required documentation for reconciling
• Maintain all reconciling documentation in a secure location for retention.
• Obtain the positive pay file from the check printing solution daily
• Notify each department of current reconciling items assigned to them for review and adjustment to ensure timely correction
• Maintain and follow-up with clients as needed on any outstanding checks awaiting negotiation
• Obtain cleared check copies as requested
• Ensure that all processing consistently meets established service levels, policies, and procedures and complete with a high degree of accuracy
• Record important notes within the client account portal
• Record supporting documentation in the client account file
• Manage and distribute departmental incoming mail as received
• Manage department email boxes, including e-fax
• Manage client inquiries within the Customer Relationship Management Services software
• Respond to incoming and outgoing communications, including emails, phones, and faxes
• Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the manager
• Assist in the development and revision of policies and procedures with emphasis on internal controls
• Other duties as assigned

Requirements: Years of Experience:
• 0-2 years of experience . Degree:
• Bachelor's Degree or Equivalent in Business, Finance, Accounting, or related field . Certification: N/A . Skills & Abilities:
• Be detail-oriented, organized, and dependable

• Have the ability to type, enter data and perform other duties quickly and accurately
• Work independently and be proactive seeking additional work when time allows
• Proficiency with Microsoft Excel & formulas, Word (including mail merge) and Outlook
• Be proactive and analytical, able to problem-solve and propose resolutions
• Have the ability to meet established department service levels
• Possess strong verbal and written communications skills
• Manage incoming and outgoing communications including phone calls, faxes, and emails
• Ability to maintain the highest quality of service
• Candidate must be a team player and possess a positive attitude
• Working knowledge of trust accounting systems, IRAs, and alternative assets preferred
• IRA/IRS rules and regulations knowledge and experience preferred

Req Benefits:

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Compensation: $18.00/hr -$22.00/hr

Additional Details :

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).

This requirement does not apply to support specialist positions.

Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.