Sr Trust Operations Support Specialist

About the Role

Under general supervision the Senior Trust Operations Support Specialist is responsible for Unique Asset accounting and settlement with a specialization in mineral interests partnerships and closely held assets. 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

• Manage Unique Asset records including receipts transfers and dispositions for mineral interests partnerships and closely held assets

• Process mineral interest payments and expenses in compliance with the Income and Principal Act and IRS tax reporting standards

• Analyze Joint Interest Billing statements for working interests

• Update market values of mineral interests annually in accordance with policies and procedures

• Reconcile Unique Assets with the Trust Accounting System

• Complete annual oil and gas reviews with external vendors and trust partners

• Coordinate with third-party vendors to establish and maintain data feeds to data aggregators

• Perform directed trustee daily reconciliations

• Serve as an in-house resource for technology applications and operational research

• Support onboarding by coordinating system access and application setup for new employees

• 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

• Bachelors degree or 3 years of equivalent experience in the financial industry

• 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

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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.