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Inspira Financial Trust, LLC

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File Operations Specialist (Finance)



The File Operations Specialist will report to the File Operations Manager in the H&B Operations Department. This role is responsible for inbound and outbound file implementations, SFTP setups and questions, issue resolution, and daily file tracking and maintenance projects. The incumbent will collaborate with client file teams, vendors and the Client Services team for new file implementations and existing file issue resolution.

Duties & Responsibilities:

  • Setup SFTP site for file delivery
  • Troubleshoot SFTP site issues
  • Inbound and outbound file implementations including meetings with clients/vendors as needed, setting up new files in Inspira systems and file testing
  • Perform daily file tracking, error resolution and other routine file processes
  • Process nonstandard files upon request
  • Collaborate with clients, account and/or implementation managers regarding existing or new processes
  • Provide file issue research and issue resolution
  • Other duties as assigned.
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