Trust Associate- Wealth and Family Office

Robert W. Baird & Co. Incorporated • Louisville, KY

350d • Remote

About The Position

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. As a Trust Associate in the Wealth and Family Office you will support Trust Administration and Relationship Manager team in implementing clients' immediate and long-term trust and estate strategies.

Requirements

• High School Diploma or equivalent.
• 2-3 experience as a trust associate or administrative assistant in securities-related industry.
• Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures.
• Experience in project management for both long- and short-term projects.

Responsibilities

• Support Trust Administration and Relationship Manager team in implementing clients' immediate and long-term trust and estate strategies.
• Assist Trust Administration team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.).
• Research, gather, and compile data and information and prepare reports and summaries from a variety of sources.
• Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments.
• Schedule and coordinate meetings, events and/or travel arrangements.
• Establish, update, and maintain files, inventories, records and data management systems.
• Provide flexible, friendly and proactive service to clients.

Benefits

• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Compelling careers working side by side with the best in the business.
• Support & flexibility to grow and be your best at work, at home, and in the community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED