What are the responsibilities and job description for the Trust Associate position at Baird?
As a Trust Associate You Will
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.
- 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.
- 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.
- 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.
