Trust Associate

Baird • Evansville, IN

124d

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 you may support the Trust Administration team in implementing clients’ immediate and long-term trust and estate strategies, assist with organizing and understanding estate documents and structures, research and compile data, provide support activities, schedule meetings, and maintain files and records. You will provide flexible, friendly, and proactive service to clients.

Requirements

• High School Diploma or equivalent.
• 2-3 years of 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 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.

What This Job Offers

• Education Level: High school or GED