Reconciliation Specialist (Hybrid-Oak Brook, IL)

Inspira Financial is a company dedicated to helping businesses and individuals thrive in their health and wealth journeys. The Reconciliation Specialist plays a critical role in ensuring accurate and timely reconciliation of financial transactions, supporting the company’s ability to manage risk and maintain client trust.

Responsibilities

• 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

Skills

• 1-3 years of experience in Accounting, Banking, Finance or related field
• Bachelor's Degree Business, Finance, Accounting, or equivalent preferred
• Minimum 1 year of experience in financial reconciliation, bookkeeping, and fact-checking
• Deep understanding of financial controls and reconciliation processes
• Strong attention to detail with proven analytical and problem-solving capabilities
• Demonstrated ability to meet strict departmental service levels while balancing complex reconciliation and ancillary tasks
• Proficient in Microsoft Excel (including advanced formulas), Word (including mail merge), and Outlook
• Ability to type, enter data, and perform tasks quickly and accurately
• Effective communicator with strong verbal and written communication skills
• Capable of managing incoming/outgoing communications and client inquiries professionally
• Self-motivated and proactive with the ability to work independently in a fast-paced environment
• Committed to delivering high-quality service and maintaining accuracy under pressure
• Infrequent travel
• Must have access to personal transportation as needed
• Prolonged periods of sitting at a desk and working on a computer
• Preferred experience with trust accounting systems, IRAs, and alternative assets
• Experience with accounting software such as QuickBooks and Oracle
• Familiarity with internal control frameworks
• Familiarity with IRA/IRS rules and regulations preferred

Benefits

• Healthcare
• 401K savings plan
• Company holidays
• Paid time off
• Parental leave
• Employee assistance program

Company Overview