Trust Operations Specialist, Robert Half

Robert Half

Location:
United States, Minneapolis

Category:
Finance

Contract Type:
Contract work

Salary:

Not provided

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Job Description:

We are seeking a Trust Operations Specialist to join a local team in Minneapolis. In this role, you will provide operational support within the personal trust business, ensuring accurate account administration while maintaining strong relationships with advisors and clients.

Job Responsibility:

Support trust account operations by opening new accounts, preparing documentation, and setting up system interfaces for administration
Manage account terminations by processing closures, confirming waivers and releases, executing delivery instructions, and removing system access
Review and process advisor and client requests, ensuring all transactions comply with established procedures
Maintain accurate account data through regular quality control and reconciliation activities
Process daily cash transactions, including distributions and adjustments, and resolve reconciliation discrepancies in coordination with internal teams
Ensure timely and accurate fee processing and account maintenance
Collaborate with advisors and clients to deliver exceptional service and strengthen business relationships
Research and resolve issues related to trust accounts, cash activity, and settlements
Prepare and review legal and operational documentation associated with account openings, terminations, and other trust activities
Contribute to process improvement initiatives and support the overall efficiency of trust operations

Requirements:

High school diploma or equivalent
Minimum of 1 year of experience in trust operations or a related financial services role
Strong written and verbal communication skills
Proven ability to manage multiple priorities with accuracy and attention to detail
Experience with account reconciliation and data integrity management
Knowledge of cash processing and settlement procedures
Ability to work effectively with internal teams and external clients

Nice to have:

Associate’s or bachelor’s degree
Experience reviewing legal documentation or prior paralegal exposure

What we offer:

Access to top jobs
competitive compensation
medical insurance
vision insurance
dental insurance
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
October 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Trust Operations Specialist