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 is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Recognized as one of Idaho’s Top 10 Best Places to Work among companies of similar size, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Why work here?

We seek to inspire transformation for God's glory throughout the world; come change the world with us! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho

About Inspire:

We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees and volunteers may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire’s BEST Values of Blessing, Excellence, Stewardship and Transformation.

Operations Specialist

The Operations Specialist at Inspire Investing, LLC, reports to the SVP of Operations, or the executive who leads Inspire Investing’s Operations team, and is responsible for managing tasks within the compliance, finance, and operations departments. This role requires a dedicated learner eager to grow, with responsibilities spanning data curation, compliance, financial updates, and supporting the VP of Operations with various tasks.

Compliance Support

• 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.

Accounting Operations

• 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.

Data Processing and Reporting

• 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.

Operations Team Support

• 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.

Mission and Professional Conduct

• Advance Inspire’s mission through reliable, accurate, and timely work.
• Demonstrate professionalism, diligence, integrity, and discretion.
• Uphold Inspire’s BEST Values in all responsibilities.

Qualifications

• Bachelor’s degree in accounting, finance, business, or a 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.

Compensation

$29 - $33/hour