Temp Operations Support Admin

Join Us!
Take the next step in your journey at Nuview, an Inspira Financial Solution. 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.
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 inspirafinancial.com .
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 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Operations Support Admin will report to the Account Operations Manager in the R&C Operations Department. The ideal incumbent will be a quick learner and have strong attention to detail, accurate and rapid data entry capabilities, capacity for multitasking, and the ability to prepare and process correspondence in a timely manner. This role is responsible for opening new accounts, verifying, and processing maintenance to existing accounts, supporting external and internal clients, and resolving related account issues. The position requires a thorough knowledge of all types of accounts ownerships and classifications while adhering to applicable IRS rules and regulations. The role also assumes the primary responsibility of interacting with all internal departments to resolve client requests or answer any inquiries.• Respond professionally to internal and external communications, including emails, phone calls, cases, faxes and manage inquiries received through the CRM system• Record important notes and supporting documentation within the client account portal or CRM system• Ensure that all processing consistently meets established service levels, complete with a high degree of accuracy and adheres to policies and procedures • Effectively communicate and utilize sound judgment to escalate issues that may require intervention of the Team Lead or Manager• Maintain a positive work atmosphere within the team and with other internal departments• Review and process new account opening documentation and account maintenance requests for new and existing accounts in an accurate and timely manner• Perform processes to ensure client accounts comply with the Customer Identification Program (CIP)• Serve as liaison with Retirement Services Sales in the resolution of operational issues and inquiries related to service agreements, incoming files, funds and related data points• Complete daily review and processing of checks, wires, and ACH payments into the Trust Accounting System • Complete processing, data entry and other administrative functions associated with the deposit of funds• Record and safeguard Service Agreement data within the CRM system• Manage incoming files and review, detect and resolve issues to effectively process within the established service levels• Follow up on outstanding issues relating to service agreements, accounts, funds and pending items• Record important notes and supporting documentation within the client account portal and CRM systems• Other duties as assigned.
Preferred Qualifications
Years of Experience: • 0-1 years of experience in business administration, finance, or related field . Degree: • Associate Degree in Business Administration, or equivalent . Certification: N/A . Skills & Abilities: • Quick learner, inquisitive and curious• Ability to be detail-oriented, organized and dependable• Ability to type, enter data and perform other duties quickly and accurately• Demonstrated ability to work independently and be proactive in resolving issues and seeking additional work as time allows• Possess a strong computer aptitude and proficiency with Microsoft Products; Teams, Outlook, Excel and Word• Proactive and analytical, able to problem-solve and propose resolutions • Possess strong verbal and written communication skills • Operate with a high sense of responsibility and conscientiousness in delivering results• Optimistic with a consistently positive and flexible attitude• Ability to maintain the highest quality of service
Compensation & 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.