Wire & Treasury Specialist

Join Us!
Take the next step in your journey at Accruit, an Inspira Financial Solution. 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, CO, 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 Denver, CO office 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).
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 Wire Specialist will report to the Controller, 1031 Exchanges in the Accruit Finance and Operations department. This role is responsible for opening customer accounts, applying incoming funds, initiating outgoing wires, serving as a backup wire approver, and assisting with daily master reconciliations, to ensure adherence to department policies and procedures.

• Responsible for opening new client accounts (30+ a day) and closing accounts.
• Apply incoming wired funds to customer accounts and follow up on any unapplied funds in a timely manner.
• Assist in confirmation of wiring instructions.
• Initiate wire disbursements (30+ wires a day) and ensure all outgoing wires are accurate and include appropriate information. Individual wires can be +$50M.
• Serve as a back-up approver for wire disbursements for wires set up by other team members.
• Prepare outgoing checks for signature.
• Work closely with banking partners (5 banks currently) when issues arise on the banking side.
• Perform daily master bank reconciliations and end of day balance reporting as needed.
• Assist in the development and adherence of policies and procedures to maintain the integrity of the disbursement process.
• Assist in pulling client fees from client bank accounts.
• Assist with client questions and preparing back-up support as needed.
• Working closely with the Operations team to ensure funds are applied and accounted for appropriately.
• Performing additional tasks or responsibilities as needed by the company.

Preferred Qualifications
Education & Experience:

• 2 years of experience in Finance, Banking, Accounting, or similar industries.
• Bachelor's Degree in Accounting, Finance, or related field preferred.
• Real estate experience and familiarity with 1031 exchanges is a plus.
• Experience with the wiring of funds, including confirmation of wiring instruction is a plus.

Skills & Abilities:

• Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Open to receiving and providing feedback
• Organized
• Detail-oriented
• Confident
• Flexible and adaptable
• Highly self-motivated and directed
• For Hybrid (Colorado) must be able to work effectively and efficiently out of the office (from home or alternative location) 2-3 days a week.
• Able to record, analyze and interpret data.
• Strong time-management and prioritization skills, and ability to manage multiple tasks at once.
• Proficiency with computers including Microsoft Excel skills.
  • Must be proficient with functions such as filtering, sorting, creating pivot tables, using lookup functions and other functions used to compare and analyze data.
• Proven analytical and problem-solving abilities.
• Strong written, oral, and interpersonal communication skills.
• Experience working both independently and in a team-oriented, collaborative environment.
• Able to demonstrate and hold others accountable for organizational values.

Other Requirements:

• Start time is no later than 7:30am MT.
• For Hybrid schedule, being in office 2-3 days a week (Denver, CO) to coincide with the Finance team or Remote
• Minimal travel is expected with this position.
• Occasionally lift up to 25 pounds
• Ability to work more than 40 hours per week
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$22.75 - $27.00/hr