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Job description
Trust Associate In The Middle OfficeOur Middle Office associates provide support to Trust Administration in regard to account opening and closing processes. They also act as a liaison, facilitating asset movement between our custodian, internal Operations and outside organizations. As a Trust Associate in the Middle Office, you will provide account opening, account closing, asset movement, and cost adjustment support to Trust Associates and Trust Officers. The ideal candidate will have strong knowledge of the financial industry, be highly proficient with Excel, and provide excellent service to internal and external clients.The Impact You'll Make:Support Trust Administration team with account establishment and termination processesAssist with cost basis information research and data gathering to accurately reflect system cost basisResponsible for the transfer of securities and cash, both internally and externallyAssist with the fee process through all stages, including establishing initial fee, ongoing coding, and final fee processingAssist Trust Administration team with organizing, maintaining and uploading account documentation in our electronic storage system, including physical filing of original legal documentsPrepare reports as needed and ensure the data is appropriately distributed. Research, gather, and compile data and information from a variety of sourcesPrepare distribution schedules utilizing Microsoft Excel for asset distribution in the account termination processProvide flexible, friendly and proactive service to clients, both internal and externalWhat You'll Bring to Baird:High School Diploma or equivalent2-3 years of experience in the financial or securities-related industryFamiliarity with trust and estate documentsUnderstanding of financial industry conceptsExperience with financial or trust accounting systems a plus, but not requiredDetail oriented; ability to work with numbers and large volumes of data with accuracy and speedSuperior customer service
Worksite address
milwaukee, WI, 53202, US
Who can apply
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