Job Details

Transaction Services Specialist

The Transaction Services Specialist will report to the Transaction Services Manager in the R&C Operations Department. This role is responsible for processing transactions relating to the purchase and sales of alternative investments and futures. This will require contact with both clients and fund sponsors in completing investment transactions and is instrumental in building and maintaining credibility and confidence in Inspira. This person will act closely with other departments, including the Alternative Sales Group and Client Service Groups to resolve client requests and other inquiries.

Execute the placement of transactions for futures and alternative assets

Primary contact person for clients and investment sponsors as needed to complete transactions

Supports and guides clients through the investment process consistent with IRS rules and regulations

Responds to client or sponsor inquiries on how to make an investment and/or the status of transactions in progress

Assists clients as needed with regards to IRA requirements and Internal Revenue Service Code including prohibited transactions and complex investment scenarios

Serves as a backup Real Estate Specialist

Other duties as assigned

Typical work hours are Monday through Friday, from 8 a.m. CT to 5 p.m. CT.