Trust Associate

Baird•Franklin, TN

23h•Hybrid

About The Position

About the Role: The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Franklin, TN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day. The Impact You’ll Make: Administrative & Fiduciary Support Support Trust Officers in implementing clients’ trust and estate strategies. Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions. Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers. Prepare annual and new account reviews for Trust Officer review. Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents. Research, gather, and compile information from various sources to prepare reports and summaries. Maintain accurate digital and physical files, records, and data management systems. Client Service & Communication Deliver proactive, friendly, and professional service to clients and internal partners. Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate. Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals. Operational Support & Coordination Review, route, and track incoming and outgoing correspondence. Provide office support including answering phones and assisting visitors. Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements. Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation. What You’ll Bring to Baird: High school diploma or equivalent required. 1–3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry. Familiarity with trust and estate planning documents and basic fiduciary concepts. Strong organizational skills and high attention to detail. Ability to manage multiple priorities with accuracy and efficiency. Strong verbal and written communication skills. Ability to work independently and collaboratively in a team environment. Experience supporting projects and coordinating administrative workflows. #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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

Requirements

High school diploma or equivalent required.
1–3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry.
Familiarity with trust and estate planning documents and basic fiduciary concepts.
Strong organizational skills and high attention to detail.
Ability to manage multiple priorities with accuracy and efficiency.
Strong verbal and written communication skills.
Ability to work independently and collaboratively in a team environment.
Experience supporting projects and coordinating administrative workflows.

Responsibilities

Support Trust Officers in implementing clients’ trust and estate strategies.
Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions.
Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers.
Prepare annual and new account reviews for Trust Officer review.
Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents.
Research, gather, and compile information from various sources to prepare reports and summaries.
Maintain accurate digital and physical files, records, and data management systems.
Deliver proactive, friendly, and professional service to clients and internal partners.
Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate.
Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals.
Review, route, and track incoming and outgoing correspondence.
Provide office support including answering phones and assisting visitors.
Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements.
Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation.