Financial Operations Specialist - Trust & Investments

Job Description

Job Description

Robert 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 Do

• Process client disbursements, bill payments and tax-related payments
• Process incoming funds and wire transfers
• Review transactions and documentation for accuracy and completeness
• Partner with Trust Officers and Investment Advisors to execute client requests
• Follow established operational controls and procedures
• Identify discrepancies and investigate issues before transactions move forward
• Cross-train across operational functions and provide team coverage as needed

Why 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 View phone number on us.fitly.work.

What We're Looking For

• Experience in banking, financial services, accounting, operations or transaction processing preferred
• Strong attention to detail and commitment to accuracy
• Critical thinking skills — you notice when something doesn't add up
• Ability to manage detailed, transactional work while maintaining pace and meeting deadlines
• Strong organization, accountability and follow-through
• Microsoft Office proficiency and ability to learn financial systems

Direct trust or investment experience is a plus, but not required — we're also interested in candidates with strong banking, financial services, accounting or transaction-processing backgrounds.