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Job description
Financial Operations Specialist - Trust & InvestmentsRobert Half is partnering with a growing Quad Cities financial services organization to add a Financial Operations Specialist - Trust & Investments to its close-knit trust and investment operations team.This is a great opportunity for someone who enjoys the behind-the-scenes side of financial services — making sure client transactions are processed correctly, money moves where it should, and the details are right.And in this role, the details really do matter. We're looking for someone who takes pride in accuracy, thinks critically and has the instinct to stop and ask, "Does this make sense?" when something doesn't look right.What You'll DoProcess client disbursements, bill payments and tax-related paymentsProcess incoming funds and wire transfersReview transactions and documentation for accuracy and completenessPartner with Trust Officers and Investment Advisors to execute client requestsFollow established operational controls and proceduresIdentify discrepancies and investigate issues before transactions move forwardCross-train across operational functions and provide team coverage as neededWhy Consider It?You'll join a collaborative team where individual contributions are visible and valued. The organization is growing, leadership invests in employee development, and there is meaningful opportunity to learn, expand your responsibilities and grow over time.Candidates with direct trust, investment, RIA or banking operations experience are especially encouraged to apply. Experience with disbursements, payments, wires and client-account transactions may support higher compensation and potentially expanded responsibilities.If you're someone who takes pride in getting the details right — and you're often the person who catches what others miss— let's connect! Call our team directly at .
Worksite address
davenport, IA, 52801, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.