Jenn Williams
Senior Operations Specialist at InspiraFS, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Pittsburgh, Pennsylvania, United States, US
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Experience
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InspiraFS, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Senior Operations Specialist
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Apr 2013 - Present
•Prepare documents for auditing purposes and coordinate conference calls when necessary •Enter, process, and proofread detailed IRA information •Work as a liaison with the trust company •Responsible for ensuring pricing of trades daily •Make and receive inbound and outbound client-related calls •Confirm all trading is complete and resolve any trading issues •Process contributions from IRA participants •Complete monthly reporting •Review and release sensitive distribution paperwork •Complete cash reconciliation tasks, involving balancing of cash daily Show less
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