Sr Trust Operations Data Aggregation Specialist
About the Role: Join our dynamic team as a Trust Operations Specialist, where you’ll play a vital role in ensuring the accuracy and integrity of daily financial transactions. Under general supervision, you’ll balance and post data feed transactions to the Trust Accounting system, coordinate activities with custodians such as Baird Brokerage, and serve as a key liaison between our brokerage and trust accounting platforms. This position offers the opportunity to support critical operational processes, collaborate across teams, and contribute to ongoing process improvements in a fast-paced, client-focused environment. This position offers flexibility with 4 days per week in our Louisville, KY or Milwaukee, WI office and 1 days remote. The Impact You’ll Make: Balance and post daily data feed transactions to the Trust Accounting system, ensuring accuracy and consistency across platforms. Serve as a liaison between the brokerage system and trust accounting system, mirroring activities with other custodians, especially Baird Brokerage. Provide backup support for Directed Trust product operations, including: New account setup Data feed setup Account funding and annual fee funding Review daily activity files, follow up on discrepancies, and ensure timely posting of transaction packets. Reconcile positions, tax lots, and activities between custodians and the trust accounting system. Act as a point of contact with vendors to resolve issues and coordinate programming changes as needed. Upload supplemental files to enhance data feeds and maintain data integrity. Collaborate with custodian teams to reconcile accounts and implement corrections. Partner with Operations leadership to drive continuous process improvements across Baird Trust functions. Cross-train team members and maintain a broad understanding of all team functions. Participate in internal, external, and financial audits, as well as special projects. What You’ll Bring to Baird: Bachelor’s degree or 3+ years equivalent experience in the financial industry. Knowledge of securities processing. Knowledge of principal and income accounting. Advanced experience with Excel required. Intermediate experience with additional Microsoft Office Suite of products ( PowerPoint, Word, Outlook, Access) Advanced analytical skills with the ability to perform complex problem solving. Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results. Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines. Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives. Diverse understanding of operational procedures and processes. Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Apply tot his job Apply To this Job