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5 days
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<p>About the Role</p> <p>This role supports trust operations through accurate asset processing, coordination of data feeds, technology support, and ongoing process improvement across Trust Operations.</p> <p>The Impact You'll Make</p> <ul> <li> <p>Perform directed trustee daily reconciliations</p> </li><li> <p>Handle all incoming and outgoing Trust Operations mail, ensuring timely distribution and processing</p> </li><li> <p>Print and process checks, including supporting immediate and time-sensitive print needs</p> </li><li> <p>Perform check audits to ensure accuracy, compliance, and proper controls</p> </li><li> <p>Process account statements and support backdated reporting requests</p> </li><li> <p>Prepare and send address change letters and related client correspondence</p> </li><li> <p>Maintain accurate records and support records management, including document retention and retrieval</p> </li><li> <p>Conduct quarterly user security reviews and manage operations access applications</p> </li><li> <p>Partner with Operations leadership to develop and implement process improvements</p> </li><li> <p>Provide cross-training and guidance to Trust Associates on operational functions</p> </li><li> <p>Participate in internal, external, and financial audits</p> </li><li> <p>Create data downloads, manage datasets, generate reports, and identify trends or issues with resolution plans</p> </li><li> <p>Participate on project teams by gathering requirements and supporting testing through workflow analysis and use cases</p> </li><li> <p>Perform additional duties and projects as assigned</p> </li></ul> <p>What You'll Bring to Baird</p> <ul> <li> <p>Highschool Diploma/ GED and 1 years of equivalent experience in the financial industry; Bachelor's degree preferred</p> </li><li> <p>Proficiency with Microsoft Office applications, including Excel, PowerPoint, Word, Outlook, and Access</p> </li><li> <p>Advanced analytical and problem-solving skills</p> </li><li> <p>Ability to manage multiple priorities, meet deadlines, and deliver accurate, high-quality work</p> </li><li> <p>Strong communication and organizational skills</p> </li><li> <p>Ability to work independently while collaborating effectively with others</p> </li><li> <p>Broad understanding of operational procedures and processes</p> </li><li> <p>High level of motivation, curiosity, and ability to think creatively in a fast-paced environment</p> </li></ul> <p>#LI-TA1</p> <p>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.</p>
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