About the Role:
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.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.
Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.
We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.
For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.
For more information, please visit https://www.rwbaird.com/bairddifference/.
