Sr. Trust Officer

Baird
United States
Workplace: HybridFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: high_schoolSkills: ["Proactive client service","Professional communication","Mentorship","Problem-solving","Attention to detail"]

Administer trust accounts in accordance with trust instruments and applicable state law while delivering high-level, personalized service to clients. Partner with Financial Advisors to interpret trust documents, support discretionary decisions, prepare account reviews, and coordinate beneficiary communications. Manage documentation and recommendations, monitor daily trust transactions, handle distributions and IRA required minimum distributions, and support oversight of non-standard assets. Provide mentorship to Trust Administration team members and occasionally travel for client meetings.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Baird
Baird
1 day ago

Sr. Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Administer trust accounts in accordance with trust instruments and applicable state law while delivering high-level, personalized service to clients. Partner with Financial Advisors to interpret trust documents, support discretionary decisions, prepare account reviews, and coordinate beneficiary communications. Manage documentation and recommendations, monitor daily trust transactions, handle distributions and IRA required minimum distributions, and support oversight of non-standard assets. Provide mentorship to Trust Administration team members and occasionally travel for client meetings.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Administer trust accounts in accordance with the trust instrument and applicable state law.
  • •Coordinate proactive solutions and prompt, professional communication to clients and Financial Advisors.
  • •Educate trust beneficiaries on trust terms and requirements, including navigating complex family dynamics.
  • •Prepare necessary documentation and recommendations for Administrative Review Committee on discretionary decisions.
  • •Monitor daily transactions for accuracy and prepare 60-day and annual account reviews, including IRA required minimum distributions.
Travel: Low travel

Key Requirements

  • •5+ years of experience in trust administration.
  • •Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles.
  • •Expertise in understanding and explaining trust documents and wills/codicils.
  • •Solid knowledge of TrustDesk (preferred) or other trust accounting systems.
  • •High school diploma required; post-secondary degree preferred.
Experience:5+ years
Education:High School
Skills:Proactive client serviceProfessional communicationMentorshipProblem-solvingAttention to detail
Certifications:CTFA
Tech Stack:TrustDesk

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn