Trust Middle Office Associate
| Company | Baird |
|---|---|
| Location | Louisville, KY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- High School Diploma or equivalent
- 2-3 years of experience in the financial or securities-related industry
- Familiarity with trust and estate documents
- Understanding of financial industry concepts
- Detail oriented; ability to work with numbers and large volumes of data with accuracy and speed
- Superior customer service
Responsibilities
- Support Trust Administration team with account establishment and termination processes
- Assist with cost basis information research and data gathering to accurately reflect system cost basis
- Responsible for the transfer of securities and cash, both internally and externally
- Assist with the fee process through all stages, including establishing initial fee, ongoing coding, and final fee processing
- Assist Trust Administration team with organizing, maintaining and uploading account documentation in our electronic storage system, including physical filing of original legal documents
- Prepare reports as needed and ensure the data is appropriately distributed
- Research, gather, and compile data and information from a variety of sources
- Prepare distribution schedules utilizing Microsoft Excel for asset distribution in the account termination process
- Provide flexible, friendly and proactive service to clients, both internal and external
Preferred Qualifications
- Experience with financial or trust accounting systems a plus, but not required