Sr Trust Operations Support Specialist
About the Role
Under general supervision, the Senior Trust Operations Support Specialist is responsible for Unique Asset accounting and settlement, with a specialization in mineral interests, partnerships, and closely held assets. 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
Manage Unique Asset records, including receipts, transfers, and dispositions for mineral interests, partnerships, and closely held assets
Process mineral interest payments and expenses in compliance with the Income and Principal Act and IRS tax reporting standards
Analyze Joint Interest Billing statements for working interests
Update market values of mineral interests annually in accordance with policies and procedures
Reconcile Unique Assets with the Trust Accounting System
Complete annual oil and gas reviews with external vendors and trust partners
Coordinate with third-party vendors to establish and maintain data feeds to data aggregators
Perform directed trustee daily reconciliations
Serve as an in-house resource for technology applications and operational research
Support onboarding by coordinating system access and application setup for new employees
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
Bachelor’s degree or 3+ years of equivalent experience in the financial industry
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
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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.
