Trust Associate Robert W. Baird - 4.0 Evansville, IN Job Details 1 day ago Qualifications Research High school diploma or GED Estate planning Full Job Description Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships - among clients, advisors and team members. Evansville, IN Baird Trust

R2026866

Hybrid About the

Role:

The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.

The Impact You'll Make:

Administrative & Fiduciary Support Support Trust Officers in implementing clients' trust and estate strategies Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers Prepare annual and new account reviews for Trust Officer review Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents Research, gather, and compile information from various sources to prepare reports and summaries Maintain accurate digital and physical files, records, and data management systems Client Service & Communication Deliver proactive, friendly, and professional service to clients and internal partners Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals Operational Support & Coordination Review, route, and track incoming and outgoing correspondence Provide office support including answering phones and assisting visitors Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation What You'll Bring to

Baird:

High school diploma or equivalent required 1-3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry Familiarity with trust and estate planning documents and basic fiduciary concepts Strong organizational skills and high attention to detail Ability to manage multiple priorities with accuracy and efficiency Strong verbal and written communication skills Ability to work independently and collaboratively in a team environment Experience supporting projects and coordinating administrative workflows #LI-TA1 Related Jobs Trust Strategist and Legal Assistant Save Saved Louisville, KY + 3 locations Sr. Trust Officer Save Saved Evansville, IN Trust Strategist Save Saved Louisville, KY + 3 locations More About Our Firm The Baird Way What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission. Our Multicultural Community Conference This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates. Honored to be a Best Place to Work More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.