The Transaction Services Team Lead oversees team members in purchasing alternative asset investments, reviews transactions, resolves issues, supports process improvements, and leads by example.
Join Us!
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 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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Transaction Services Team Lead will report to the Transaction Services Manager in the R&W Operations Department. This role is responsible for overseeing, supporting and monitoring team members as they perform varied duties related to purchasing alternative asset investments. Alternative assets include, but are not limited to limited partnerships, private stock, promissory notes, mortgages, real estate and precious metals. The Team Lead will assist the Manager in assigning out work, reviewing and approving transactions and paperwork, resolving complex problems and escalated issues, and monitoring SLAs. This role will also support and monitor team members in the performance of their responsibilities, and cover daily activities as needed. The incumbent will work closely with investment sponsors, clients and various internal departments, as needed. The ideal candidate will be a problem solver, resourceful and a great communicator with strong attention to detail, numeric and reconciliation proficiency, and the capacity to multitask.
Duties & Responsibilities:
• Assist team members with daily responsibilities, complex and escalated issues, research, and other work product
• Review and approve transactions, correspondence and other work generated by the team
• Effectively analyze, problem-solve and make decisions
• Process overflow work and cover team for PTO
• Assist with monitoring and maintaining transaction and other activity metrics for department planning and periodic reporting to management
• Support the team to meet established service levels
• Actively share ideas and assist with the design and implementation of procedures and ongoing process improvements to maximize efficiency, accuracy and control, optimize resources and drive automation
• Develop and update training materials
• Create and maintain written operating procedures related to assigned functions
• Perform system tests and help to maintain test plans to ensure that new system releases are properly reviewed
• Act proactively to ensure smooth team operations and create an inspiring team environment
• Lead by example and engage the team to achieve goals
• Effectively communicate with Manager regarding departmental activities and issues
• Respond to inquiries from and maintain effective relationships with internal departments, investment sponsors and clients to maximize service
• Assist with workforce management, delegate tasks and monitor deadlines
• Other duties as assigned
Preferred Qualifications
Education & Experience:
Minimum required:
• 5+ years of experience in an investment or financial environment
• Bachelor's Degree in Accounting, Finance, Mathematics, Business, or relevant experience in related field
• CISP preferred
Skills & Abilities:
• Demonstrated leadership abilities and strong interpersonal skills
• Ability 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
• Working knowledge of Trust Accounting System, IRAs, IRS rules and regulations, and alternative assets preferred
• Operate efficiently, with a high degree of accuracy and follow-through
• Proven ability to both prioritize and manage multiple tasks to completion
• Ability 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
• Demonstrated ability to be a team player
• Optimistic with a consistently positive and flexible attitude
• Ability to maintain the highest quality of service
• Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook
Other Requirements:
• Typical schedule is Monday-Friday, 8 am to 5 pm CT; ability to work overtime or evening/weekend hours may be required during peak periods
• Employees within a 90-minute radius of our Oak Brook, IL headquarters, are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm CT (1 of the 4 days must be a Monday or Friday)
• Occasional/Frequent travel (up to 5%)
o Ability to provide personal transportation for training or meetings may be required
• Prolonged periods of sitting and operating standard office equipment
Compensation & Benefits
$25.00/hr-$30.00/hr
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 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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Transaction Services Team Lead will report to the Transaction Services Manager in the R&W Operations Department. This role is responsible for overseeing, supporting and monitoring team members as they perform varied duties related to purchasing alternative asset investments. Alternative assets include, but are not limited to limited partnerships, private stock, promissory notes, mortgages, real estate and precious metals. The Team Lead will assist the Manager in assigning out work, reviewing and approving transactions and paperwork, resolving complex problems and escalated issues, and monitoring SLAs. This role will also support and monitor team members in the performance of their responsibilities, and cover daily activities as needed. The incumbent will work closely with investment sponsors, clients and various internal departments, as needed. The ideal candidate will be a problem solver, resourceful and a great communicator with strong attention to detail, numeric and reconciliation proficiency, and the capacity to multitask.
Duties & Responsibilities:
• Assist team members with daily responsibilities, complex and escalated issues, research, and other work product
• Review and approve transactions, correspondence and other work generated by the team
• Effectively analyze, problem-solve and make decisions
• Process overflow work and cover team for PTO
• Assist with monitoring and maintaining transaction and other activity metrics for department planning and periodic reporting to management
• Support the team to meet established service levels
• Actively share ideas and assist with the design and implementation of procedures and ongoing process improvements to maximize efficiency, accuracy and control, optimize resources and drive automation
• Develop and update training materials
• Create and maintain written operating procedures related to assigned functions
• Perform system tests and help to maintain test plans to ensure that new system releases are properly reviewed
• Act proactively to ensure smooth team operations and create an inspiring team environment
• Lead by example and engage the team to achieve goals
• Effectively communicate with Manager regarding departmental activities and issues
• Respond to inquiries from and maintain effective relationships with internal departments, investment sponsors and clients to maximize service
• Assist with workforce management, delegate tasks and monitor deadlines
• Other duties as assigned
Preferred Qualifications
Education & Experience:
Minimum required:
• 5+ years of experience in an investment or financial environment
• Bachelor's Degree in Accounting, Finance, Mathematics, Business, or relevant experience in related field
• CISP preferred
Skills & Abilities:
• Demonstrated leadership abilities and strong interpersonal skills
• Ability 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
• Working knowledge of Trust Accounting System, IRAs, IRS rules and regulations, and alternative assets preferred
• Operate efficiently, with a high degree of accuracy and follow-through
• Proven ability to both prioritize and manage multiple tasks to completion
• Ability 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
• Demonstrated ability to be a team player
• Optimistic with a consistently positive and flexible attitude
• Ability to maintain the highest quality of service
• Demonstrated strong computer aptitude and proficiency with Microsoft Excel, Word and Outlook
Other Requirements:
• Typical schedule is Monday-Friday, 8 am to 5 pm CT; ability to work overtime or evening/weekend hours may be required during peak periods
• Employees within a 90-minute radius of our Oak Brook, IL headquarters, are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm CT (1 of the 4 days must be a Monday or Friday)
• Occasional/Frequent travel (up to 5%)
o Ability to provide personal transportation for training or meetings may be required
• Prolonged periods of sitting and operating standard office equipment
Compensation & Benefits
$25.00/hr-$30.00/hr
Top Skills
Excel
Microsoft Outlook
Microsoft Word
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