Transaction Services Team Lead (Remote)

Inspira Financial•Oak Brook, IL

1d•Remote

About The Position

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.

Requirements

5+ years of experience in an investment or financial environment
Bachelor's Degree in Accounting, Finance, Mathematics, Business, or relevant experience in related field
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
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
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%)
Ability to provide personal transportation for training or meetings may be required
Prolonged periods of sitting and operating standard office equipment

Nice To Haves

CISP preferred
Working knowledge of Trust Accounting System, IRAs, IRS rules and regulations, and alternative assets preferred

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