Trust Strategist and Legal Assistant

Support a team of Trust Strategists across Baird Trust services by handling scheduling, CRM entries, and day-to-day administrative needs. Assist with pre-acceptance and onboarding of new trust company clients, coordinate meetings and travel as needed, and help create trust-related marketing and presentation materials. Serve as a liaison to resolve routine administrative and operational issues, maintain trust records and databases, and prepare recurring internal reports for leadership.