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Trust Middle Office Associate at Baird

Setup
Hybrid
Location
Milwaukee, Wisconsin
Type
Full-time
Level
entry
Posted

Description

The Trust Associate supports Trust Administration by handling account opening and closing, asset and cash transfers, cost-basis research, fee processing, account documentation, reporting, and distribution schedules. The role requires a high school diploma or equivalent, 2–3 years of financial or securities-related experience, familiarity with trust and estate documents, strong Excel and customer-service skills, and accuracy with large volumes of data.

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