Treasury & Accounting Admin (Remote)

Job Summary & Responsibilities

The Treasury & Accounting Administrator is primarily responsible for confirming wire instructions in the proprietary 1031 exchange workflow software, Exchange Manager Pro, and assisting the Finance team in essential accounting and administrative responsibilities.

• Verbally confirming wiring instructions for exchanges in Exchange Manager Pro software as well as for any reverse exchange disbursements not submitted through Exchange Manager Pro.
• Collecting W-9s and proper supporting documentation for any reverse exchanges.
• Emailing Exchange Manager Pro SaaS statements according to the scheduled invoice dates and ensuring that invoices are properly set up on a recurring basis.
• Emailing monthly referral fee backup to referral partners and fielding follow-up questions.
• Pulling bank statements and Exchange Manager Pro detailed reports to assist in the reconciliation processes.
• Monitoring and taking ownership over all incoming emails to the inbox designated for disbursement requests.
• Pulling fees within banking platforms to the appropriate fee account, investigating any fees which are unable to be pulled, and maintaining a list of any fees that have not been able to be pulled.
• Performing additional tasks or responsibilities as needed by the Finance team.
• Assisting with 1099’s and other tax related fillings.
  
  

Minimum Qualifications – Requirements Of Position

• Bachelor’s Degree in related field or equivalent industry experience.
• Experience with the wiring of funds, including confirmation of wiring instructions.
• Real estate experience and familiarity with 1031 exchanges is a plus
  
  

Preferred Qualifications

BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Willingness to learn new skills and take on responsibilities
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Proactive
• Open to receiving and providing feedback
• Detail-oriented
• Organized
• Flexible and adaptable
  
  

Knowledge And Skills

• Must be able to work effectively and efficiently out of the office
• Strong time-management and prioritization skills, and ability to manage multiple tasks at once.
• Proficiency with computers including excellent 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.
  
  

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40 hours of work expected each week.
• Start time is no later than 7:30am MT.
• Reliable Internet connection
• Minimal travel is expected with this position.
  
  

LOCATION AND TELECOMMUTING

• This position is remote
  
  

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.