Operations Specialist

at Robert Half in Wilmington, Delaware, United States

Job Description


Robert Half Direct has an opportunity as an Operations Specialist looking to join a rapidly growing financial firm. This position allows for broad exposure and plenty of opportunities that are not found at larger financial firms. The Operations Specialist is responsible for assisting with the operational efforts for the Institutional and Personal Trust business lines. This role will learn to manage the preparation, processing, reconciliation, and issue resolution associated with daily trust operations. The individual in this position will also develop a basic understanding of the intricacies of trust accounts and institutional retirement plans. The ideal candidate is someone who can uphold a high service standard and demonstrate appropriate effort and attitude. We are looking for a candidate with a background in accounting, either from their education or recent work experience. This position reports to the Senior Vice President, Director of Operations.


+ Perform monthly processes for Unitization product and client sub-accounting

+ Assist with client requests related to monthly unitization calculations

+ Provide direction and assistance with complex matters or issue resolution

+ Reconcile accounts and research discrepancies

+ Process daily income and prepare for anticipated payments

+ Set up new assets and updating asset values

+ Track and process incoming transfer requests

+ Update account holdings with cost basis and DoD values

+ Assist with onboarding of new accounts

+ Assist with processing of corporate actions

+ Resolve issues with the proper care and not look for the easiest way

+ Cross Train with other members of the team and learn new responsibilities

+ Back-up team members as needed

+ Be responsible for special projects as assigned

+ Improve processes by looking for or creating a more efficient way to complete tasks

+ Complete various internal requests


+ BA or BS undergraduate degree is required

+ Ideal educational background is in finance or accounting

+ 1-2 years experience with accounting transactions or mutual fund NAV pricing

+ Previous experience with pivot tables, macros, and V-lookup in Excel is a plus

+ Proficient in Microsoft Word and Database applications

+ The ability to work independently and with a team is a must

+ Strong organizational skills, accuracy, and attention to detail

+ Conduct themselves with the highest level of professionalism

+ Provide exceptional customer service internally and externally

+ Excellent written and verbal communication skills

+ Demonstrated time management skills and the ability to multi-task

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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. Visit for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .

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Job Posting: JC198530490

Posted On: Nov 26, 2021

Updated On: Dec 22, 2021