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. Requirements • Proficiency in Word and Excel is required • Demonstrated ability in basic office skills • Experience in using office tools is necessary • Knowledge about trust account operations and management is needed • Prior experience in trust operations is required • Previous administrative office experience is a necessity • Must have provided administrative assistance in past roles • Familiarity with administrative law is desirable • Experience in administrative management is essential • Understanding of administrative policy is expected • Strong administrative skills are a must TalentMatch® 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 (https://www.roberthalf.com/us/en/mobile-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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .