Trust Operations Analyst

The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals.

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  Manage and maintain asset records on Trust accounting system.
• Assist and lead Trust Operations Leadership in developing and implementing new processes and technology enhancements.
• Assist in training Operations associates as needed and act as a point of escalation
• Assist with operational client issue resolution: manage handoffs to various subject matter experts and other departments to ensure questions and issues are resolved and delivered to the client’s satisfaction
• Manage, document, and analyze client transactions and impacting processes for future enhancements
• Partner with Baird Trust Operations leadership to adhere to regulatory and fiduciary law guidelines
• Collaborate with Baird Trust Tech Team on various projects and Baird Trust initiatives
• Provide strategic project guidance and subject matter expertise driving the execution of key Trust initiatives and activities; ensure timely feedback in support of critical business success measurement goals as defined in Operations
• Apply change management practices (ADKAR) while working with all levels in Trust Services
• Provide complex problem solving to help define and deliver on long-term strategic/tactical planning efforts.

• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable

• Bachelor’s degree or 5 years of relevant experience and a proven track record of delivering substantial business results.
• Experience preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client service business model
• Excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team
• Proven record to achieve results, thrive in a fast-paced environment and make decisions based on sound judgment with information at hand
• Experience in six sigma methodologies, like DMAIC, to facilitate process improvements is a plus.

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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.