Hiring: Retirement and Wealth - Traditional Asset Specialist (Hybrid - Oak Brook, IL) Company: Inspira Financial Location: Oak Brook, IL Job Posted Time: 2026-09-12 13:26:40 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, R About the job Experience: •1-3 years of experience •3 years of experience Required Skills: •Review and process daily cash settlements •Post periodic dividends and interest payments to client accounts ensuring appropriate tax coding •Process incoming and outgoing transfers through sub-custodian systems and record transfer transactions once assets have been received or delivered •Process corporate actions, such as stock splits, mergers, conversions and exchanges, which includes sending notifications to clients, maintaining the security master and processing transactions to properly reflect the changes •Reconcile security positions with sub-custodians in a timely and accurate manner •Assist clients with trade questions and place client trades for calls received through Inspira’s trading desk while monitoring open orders to ensure timely and accurate execution •Maintain the Security Master for traditional asset classes in the Trust Accounting System •Vault physical restricted stock certificates and deposit physical marketable securities with the sub-custodian to convert to book-entry positions Qualifications: •Bachelor’s Degree in Accounting, Finance, Mathematics, or related field •Demonstrated capacity to be detail-oriented, organized and dependable •Possess a strong aptitude for numbers and reconciliations •Proactive and analytical, able to problem-solve and propose solutions •Operate efficiently, with a high degree of accuracy and follow-through •Proven ability to both prioritize and manage multiple tasks to completion •Demonstrated capacity to work effectively and accurately under pressure •Possess excellent 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 Compensation: •The compensation package may also include incentive and bonus opportunities Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!