Description

The job role primarily involves providing high-quality customer service by fulfilling various operations services for Trust and IRA accounts. Key responsibilities include printing and delivering client statements, updating and monitoring relevant spreadsheets, data entry from broker statements to accounting software, balancing cash-outs, assisting with asset location reconciliations, and handling daily requests from the administration. The ideal candidate would have knowledge in the securities field, strong interpersonal and communication skills and the ability to work well under pressure. Proficiency in Microsoft Office, specifically Excel and Word, is required.

Requirements • Proficiency in Accounting Software Systems is required.

• Familiarity with ADP - Financial Services is essential.

• Competency in using Customer Relationship Management (CRM) tools is needed.

• Ability to handle Data Processing tasks efficiently.

• Proficient in ERP - Enterprise Resource Planning.

• Experience with About Time software is beneficial.

• Solid understanding of Accounting Functions is necessary.

• Auditing skills are a must.

• Knowledge of Budget Processes is required.

• Ability to handle Check Processing tasks is essential.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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