Trust Operations Support Specialist
Job Location:
Louisville, KY - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
About the Role
This role supports trust operations through accurate asset processing coordination of data feeds technology support and ongoing process improvement across Trust Operations.
The Impact Youll Make
Perform directed trustee daily reconciliations
Handle all incoming and outgoing Trust Operations mail ensuring timely distribution and processing
Print and process checks including supporting immediate and time-sensitive print needs
Perform check audits to ensure accuracy compliance and proper controls
Process account statements and support backdated reporting requests
Prepare and send address change letters and related client correspondence
Maintain accurate records and support records management including document retention and retrieval
Conduct quarterly user security reviews and manage operations access applications
Partner with Operations leadership to develop and implement process improvements
Provide cross-training and guidance to Trust Associates on operational functions
Participate in internal external and financial audits
Create data downloads manage datasets generate reports and identify trends or issues with resolution plans
Participate on project teams by gathering requirements and supporting testing through workflow analysis and use cases
Perform additional duties and projects as assigned
What Youll Bring to Baird
Highschool Diploma/ GED and 1 years of equivalent experience in the financial industry; Bachelors degree preferred
Proficiency with Microsoft Office applications including Excel PowerPoint Word Outlook and Access
Advanced analytical and problem-solving skills
Ability to manage multiple priorities meet deadlines and deliver accurate high-quality work
Strong communication and organizational skills
Ability to work independently while collaborating effectively with others
Broad understanding of operational procedures and processes
High level of motivation curiosity and ability to think creatively in a fast-paced environment
#LI-TA1
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
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
