Mission-Driven Operations Specialist

Inspire Investing; Meridian (ID); On-site; USD 40,000 - 45,000; Full time

Job summary

Inspire Investing in Meridian, Idaho, is seeking an Operations Specialist to join our growing team. You will manage compliance tasks, handle QuickBooks Online operations, process data, and support the VP of Operations with cross-functional responsibilities.

The role requires accuracy, discretion, and adherence to Inspire’s BEST Values. Responsibilities include maintaining audit-ready records, coordinating monthly close processes, and enabling data-driven decisions through Excel dashboards and

Qualifications

• Bachelor’s degree in accounting, finance, business, or related field preferred; relevant experience may substitute.
• 2–5+ years of accounting, bookkeeping, compliance support, or operations experience; financial services or RIA experience preferred.
• Hands-on QuickBooks Online experience, including transaction processing and reconciliations.
• Advanced Excel skills, including pivot tables, lookups, and large data set cleanup; experience with macros, Power Query, or similar automation is a plus.
• Advanced AI usage skills or the willingness to adopt large AI usage on tools including Claude, ChatGPT, CoPilot, etc.
• Strong attention to detail and the ability to manage multiple recurring deadlines with minimal supervision.
• Clear written and verbal communication, including working with outside providers and leadership.
• Comfort handling confidential information.
• Alignment with Inspire Investing’s mission and values.

Responsibilities

• Handle day-to-day compliance tasks and serve as the primary operational contact for Inspire’s outsourced compliance team.
• Gather, organize, and deliver the documentation and information the compliance team requests for reviews, testing, and regulatory filings.
• Track the compliance calendar, recurring deliverables, and open action items through completion.
• Assist with advertisement review submissions, attestations, and related documentation.
• Maintain organized, audit-ready compliance records in line with the firm’s books and records requirements.
• Escalate potential compliance concerns promptly to Operations leadership and the compliance team.
• Record, categorize, and review transactions in QuickBooks Online (QBO).
• Process credit card transactions, including collecting receipts, coding expenses, and following up on missing support.
• Complete monthly bank and credit card reconciliations and resolve discrepancies.
• Support accounts payable and accounts receivable activity, including invoice coding and payment and deposit tracking.
• Prepare schedules and supporting documentation for month-end close, the Controller, and external accountants.
• Follow established internal controls and keep supporting documentation organized and retrievable.
• Process recurring monthly reporting accurately and on schedule.
• Gather data from multiple systems to answer leadership requests, then clean, combine, sort, and organize it into a clear, presentable format.
• Build and maintain Excel workbooks, trackers, and templates, and automate repetitive steps where practical.
• Validate data, reconcile differences between sources, and document methods so the work can be repeated.
• Handle confidential firm, advisor, and client data with care and discretion.
• Manage schedules, deadlines, and meeting logistics for the Operations team.
• Support Operations projects by tracking tasks, preparing materials, and following up with owners.
• Flex across departments under the Operations umbrella as workload and priorities require.
• Document procedures, identify opportunities to improve them, and help implement updated processes.
• Advance Inspire’s mission through reliable, accurate, and timely work.
• Demonstrate professionalism, diligence, integrity, and discretion.
• Uphold Inspire’s BEST Values in all responsibilities.

Skills

Attention to detail

Strong communication

Multitasking

Excel skills

Data analysis

Education

Bachelor’s degree in accounting, finance, business, or related field

Tools

QuickBooks Online

Macros

Power Query

Claude AI

ChatGPT

CoPilot

Job description

Inspire Investing in Meridian, Idaho, is seeking an Operations Specialist to join our growing team. You will manage compliance tasks, handle QuickBooks Online operations, process data, and support the VP of Operations with cross-functional responsibilities.

The role requires accuracy, discretion, and adherence to Inspire’s BEST Values. Responsibilities include maintaining audit-ready records, coordinating monthly close processes, and enabling data-driven decisions through Excel dashboards and