What are the responsibilities and job description for the Trust Associate position at Robert W. Baird?
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.
- 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 makes this opportunity great:
- 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 we look for:
- 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.
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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.
