Trust Operations Support Specialist

Company : Baird

Job Description - Trust Operations Support Specialist

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 You'll 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 You'll Bring to Baird

Highschool Diploma/ GED and 1 years of equivalent experience in the financial industry; Bachelor's 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

Original job Trust Operations Support Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Trust Operations Support Specialist Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Trust Operations Support Specialist

Job Description - Trust Operations Support Specialist

Similar Trust Operations Support Specialist Jobs in the US

Mobile Apps