Trust Operations Assistant, Robert Half

Trust Operations Assistant

Robert Half

Location:

United States, Albuquerque

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

The Trust Operations Assistant provides essential operational support for Trust and IRA accounts, ensuring accurate processing and recordkeeping. Responsibilities include printing and distributing client statements, tracking and reconciling broker statements, entering transactions from Edward Jones broker statements, balancing cash positions, and assisting with asset location reconciliations. This role also involves handling mail distribution, preparing Advent download files, and responding to administrative requests. Strong organizational, communication, and follow-up skills are essential, along with proficiency in Microsoft Office. Preferred candidates will have knowledge of securities, the ability to work under pressure, and the capability to make independent decisions.

Job Responsibility:

Printing and distributing client statements
Tracking and reconciling broker statements
Entering transactions from Edward Jones broker statements
Balancing cash positions
Assisting with asset location reconciliations
Handling mail distribution
Preparing Advent download files
Responding to administrative requests

Requirements:

Proficiency in Word and Excel
Demonstrated ability in basic office skills
Experience in using office tools
Knowledge about trust account operations and management
Prior experience in trust operations
Previous administrative office experience
Must have provided administrative assistance in past roles
Familiarity with administrative law
Experience in administrative management
Understanding of administrative policy
Strong administrative skills

Nice to have:

Familiarity with administrative law

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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