Trust Operations Analyst
Trust Operations Analyst
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Trust Operations Analyst you will:
Manage and maintain asset records on Trust accounting system.
Assist and lead Trust Operations Leadership in developing and implementing new processes and technology enhancements.
Assist in training Operations associates as needed and act as a point of escalation
Assist with operational client issue resolution: manage handoffs to various subject matter experts and other departments to ensure questions and issues are resolved and delivered to the clients satisfaction
Manage document and analyze client transactions and impacting processes for future enhancements
Partner with Baird Trust Operations leadership to adhere to regulatory and fiduciary law guidelines
Collaborate with Baird Trust Tech Team on various projects and Baird Trust initiatives
Provide strategic project guidance and subject matter expertise driving the of key Trust initiatives and activities; ensure timely feedback in support of critical business success measurement goals as defined in Operations
Apply change management practices (ADKAR) while working with all levels in Trust Services
Provide complex problem solving to help define and deliver on longterm strategic/tactical planning efforts.
What makes this opportunity great:
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Ability to work with a variety of teams and leaders proving your ability to be flexible and highly adaptable
What we look for:
Bachelors degree or 5years of relevant experience and a proven track record of delivering substantial business results.
Experience preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client service business model
Excellent interpersonal negotiation and influencing skills leading to trusting relationships with business partners and their leadership team
Proven record to achieve results thrive in a fastpaced environment and make decisions based on sound judgment with information at hand
Experience in six sigma methodologies like DMAIC to facilitate process improvements is a plus.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Employment Type
Full-Time
