SANTA FE, NM - 100% ON SITE: 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. $21/hr to start - apply today!

• Proficiency in Microsoft Office applications, including Word and Excel. • Strong organizational and follow-up skills to manage multiple tasks effectively. • Prior experience in administrative roles, preferably within trust operations. • Familiarity with securities and financial transactions is highly desirable. • Ability to work independently and make sound decisions under pressure. • Excellent communication skills to interact with clients and team members. • Knowledge of administrative policies and procedures. • High attention to detail and commitment to maintaining accuracy in all work.

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Albuquerque, NM
onsite
Contract / Temporary to Hire
- USD / Hourly
SANTA FE, NM - 100% ON SITE: 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. $21/hr to start - apply today!
2026-01-30T16:48:41Z

Operations Assistant Job in Albuquerque, NM | Robert Half