Operations Assistant
Responsibilities:
• Review statements for accuracy and complete balancing activities to help maintain reliable financial records.
• Perform routine reconciliations by comparing transactions and resolving discrepancies in a timely manner.
• Prepare and send client statements while ensuring correspondence is accurate, thorough, and completed on schedule.
• Maintain tracking spreadsheets and update operational data to support reporting and day-to-day visibility.
• Assist with bank account reconciliation tasks and help organize supporting documentation for review.
• Support check printing and payment processing activities according to established procedures.
• Enter vendor invoice information and maintain clear records for follow-up and processing.
• Communicate with clients and colleagues to address account-related questions and support issue resolution.
Qualifications:
• Familiarity with basic finance or accounting concepts, with formal accounting experience considered helpful but not required.• Strong attention to detail and the ability to manage repetitive tasks with a high level of accuracy.
• Clear written and verbal communication skills for client interaction and internal coordination.
• Ability to work effectively both independently and as part of a collaborative team.
• Proficiency with Microsoft Excel, Word, Outlook, and general computer applications.
• Capacity to learn new software and operational processes quickly.
• Experience supporting account resolution, invoice entry, or related administrative functions is preferred.
Compensation
Based on experienceAbout Us
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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
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, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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