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Baird · 2 days ago

Sr Trust Operations Data Aggregation Specialist

KY-Louisville

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Baird Trust Company is a dynamic financial services firm, and they are seeking a Sr Trust Operations Data Aggregation Specialist. In this role, you will ensure the accuracy and integrity of daily financial transactions while serving as a liaison between brokerage and trust accounting systems, supporting critical operational processes and driving continuous improvements.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Securities processingPrincipalIncome accountingAdvanced ExcelMicrosoft Office SuiteAnalytical skillsCommunication skillsOrganizational skillsProblem solvingTeam collaborationTime management

Required

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

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)