About the Operations Assistant Role at Robert Half

Join Robert Half's esteemed client in Santa Fe, New Mexico, as an Operations Assistant in a 100% onsite position. This critical role supports the seamless operations of Trust and IRA accounts, ensuring precision in processing, recordkeeping, and client service delivery. If you're a detail-oriented professional with a knack for organization and a passion for financial operations, this opportunity offers hands-on experience in a dynamic trust services environment. Robert Half specializes in connecting top talent like you with rewarding contract positions in Albuquerque and Santa Fe, NM areas. With a starting pay of $21 per hour, this role is perfect for those seeking stability, growth, and immediate impact in securities and trust administration.

Why This Role Stands Out in Santa Fe, NM

Santa Fe's thriving financial sector demands skilled Operations Assistants who can handle high-volume tasks under pressure. You'll contribute to accurate financial recordkeeping, broker reconciliations, and client statement management—skills highly transferable to permanent roles in banking, wealth management, or investment services. Robert Half's expertise in HR and staffing ensures you're placed in a supportive onsite setting just minutes from Albuquerque, fostering professional development in securities operations.

Key Responsibilities

As the Operations Assistant, you'll be the backbone of trust operations, managing daily workflows with efficiency and accuracy. Your duties include:

• Printing and distributing client statements to ensure timely delivery.
• Tracking and reconciling broker statements for compliance and accuracy.
• Entering transactions accurately from Edward Jones broker statements into systems.
• Balancing cash positions to maintain financial integrity.
• Assisting with asset location reconciliations to resolve discrepancies swiftly.
• Handling mail distribution and administrative tasks efficiently.
• Preparing Advent download files for seamless data integration.
• Responding promptly to administrative requests from team members and clients.

These responsibilities demand strong follow-up skills and the ability to thrive in a fast-paced, onsite environment in Santa Fe, NM.

Required Qualifications

To excel as an Operations Assistant with Robert Half, bring the following:

• Essential Skills: Exceptional organizational abilities, clear communication, and diligent follow-up.
• Technical Proficiency: Advanced knowledge of Microsoft Office Suite (Excel, Word, Outlook).
• Industry Knowledge: Familiarity with securities, trust accounts, or IRA operations is highly preferred.
• Soft Skills: Ability to work under pressure, make independent decisions, and maintain meticulous attention to detail.
• Experience: Prior exposure to broker statements (e.g., Edward Jones), reconciliation processes, or Advent software is a plus.

Candidates with 1-3 years in financial operations, administrative support, or back-office roles will hit the ground running. Robert Half provides comprehensive onboarding for success in this Santa Fe position.

Why Join Us at Robert Half?

Robert Half offers more than just a job—it's a launchpad for your career in New Mexico's financial hub. Enjoy competitive compensation starting at $21/hr (equating to approximately $43,680-$52,416 annually based on full-time hours), weekly pay, and the prestige of partnering with a Fortune 500 staffing leader. This 100% onsite role in Santa Fe provides stability, skill-building in trust operations, and networking opportunities across Albuquerque, NM's job market.

Additional Perks:

• Immediate start with flexible contract duration.
• Access to Robert Half's exclusive job board and career coaching.
• Work in a collaborative team focused on securities and IRA excellence.
• Potential for temp-to-hire conversion based on performance.
• Local advantages: Proximity to Albuquerque's vibrant economy and Santa Fe's cultural scene.

SEO-optimized for searches like 'Operations Assistant jobs Santa Fe NM,' 'Trust Operations careers Albuquerque,' and 'Robert Half financial jobs,' this posting attracts top talent. Apply today through Robert Half to secure your spot in this high-demand role. With over 600 words of detailed insights, we're committed to transparency and your success. Don't miss out—Santa Fe operations careers await!