Trust & Estate Settlement Associate

Baird • Louisville, KY

3d

About The Position

You’ll support the Trust Administration team by organizing estate planning documents, assisting with client strategies, and managing administrative tasks like scheduling, correspondence, and data reporting. Your experience with trust documents, project coordination, and client service will help ensure smooth operations and exceptional support. The Impact You'll Make: 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 You'll Bring to Baird: 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. 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.
• 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 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

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees