Trust Strategist and Legal Assistant

Trust Strategist and Legal Assistant Robert W. Baird - 4.0 Louisville, KY Job Details 22 hours ago Qualifications High school diploma or GED Full Job Description Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships - among clients, advisors and team members. Louisville, KY / Milwaukee, WI Baird Trust

R2026706

Hybrid About the

Role:

Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial advisor and client's initial experience with Baird Trust is smooth.

The Impact You'll Make:

Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support Assist with pre-acceptance and onboarding of new trust company clients including working with financial advisors and their staff to help them understand trust company processes to ensure a smooth experience Assist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist team Serve as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issues Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries Compose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements Coordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer Prepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadership Establish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment database Perform other duties and projects as assigned What You'll Bring to

Baird:

High school diploma required, Bachelor's degree or Paralegal certification preferred Experience in Word, Excel, and PowerPoint 2-3 experience of administrative assistant in securities-related industry preferred Experience in project management for both long- and short-term projects #LI-TA1 Related Jobs Trust & Estate Settlement Associate Save Saved Louisville, KY Branch Administrative Supervisor new Save Saved Houston, TX Sr Estate Planner 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.