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Trust Middle Office Associate

Baird · Milwaukee, WI · Full time

Posted Sep 22, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you found an error someone else made. How did you raise it?

What they are checking: Whether they catch mistakes and address them in a way that keeps working relationships good.

How do you keep track of many account openings and closings at once without missing deadlines?

What they are checking: Whether they have organizing habits for high-volume, detail-heavy work.

What interests you about trust operations compared with other roles in finance?

What they are checking: Whether they want the steady, precise work this role offers.

What would you do

How would you handle a request to transfer securities out when the paperwork does not match the account registration?

What they are checking: Whether they stop and verify instead of moving assets on incomplete instructions.

A Trust Officer needs an account closed today, but the custodian says it will take three days. What do you do?

What they are checking: Whether they can manage expectations and find solutions between internal teams and the custodian.

How would you explain to a confused beneficiary why their trust fee was charged?

What they are checking: Whether they can explain fee processes clearly and politely to outside clients.

About the work

Walk me through the steps you would take to open a new trust account, from paperwork to funding.

What they are checking: Whether they understand account setup well enough to catch missing items before they slow things down.

A client's cost basis is missing for securities moved from another firm. How do you research it?

What they are checking: Whether they can track down cost basis data, which drives correct tax reporting for clients.

What Excel tools do you use most, and how have you used them to check or reconcile data?

What they are checking: Whether their Excel skills meet the high proficiency the posting asks for.

Why does it matter that original legal documents are filed and uploaded correctly?

What they are checking: Whether they understand the legal weight of trust documents and the risk of losing them.

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The full job description

As published by Baird.

About the Role: Our Middle Office associates provide support to Trust Administration in regard to account opening and closing processes. They also act as a liaison, facilitating asset movement between our custodian, internal Operations and outside organizations. As a Trust Associate in the Middle Office, you will provide account opening, account closing, asset movement, and cost adjustment support to Trust Associates and Trust Officers. The ideal candidate will have strong knowledge of the financial industry, be highly proficient with Excel, and provide excellent service to internal and external clients. The Impact You’ll Make: • 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 What You’ll Bring to Baird: • 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 • Experience with financial or trust accounting systems a plus, but not required • Detail oriented; ability to work with numbers and large volumes of data with accuracy and speed • Superior customer service #LI-TA1 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.

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