Trust Associate

Baird
United States
Workplace: HybridFull timeFunction: Administration & Executive AssistanceExperience: 1-3 yearsEducation: high_schoolSkills: ["Detail-oriented","Organizational skills","Time management","Communication","Collaboration"]

Support the Trust Administration team by partnering with Trust Officers on fiduciary and estate-planning activities. Process routine and ad-hoc money movement requests (including disbursements, remittances, ACH, and wire requests), assist with annual and new account reviews, and organize estate documentation. Maintain accurate digital and physical records, route correspondence, and provide proactive client communication support across internal partners and external professionals.

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Baird
Baird
6 days ago

Trust Associate

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Support the Trust Administration team by partnering with Trust Officers on fiduciary and estate-planning activities. Process routine and ad-hoc money movement requests (including disbursements, remittances, ACH, and wire requests), assist with annual and new account reviews, and organize estate documentation. Maintain accurate digital and physical records, route correspondence, and provide proactive client communication support across internal partners and external professionals.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Support Trust Officers in implementing clients’ trust and estate strategies.
  • •Process routine and ad-hoc money movement requests (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, and help organize estate documents (wills, trusts, powers of attorney, and entity documents).
  • •Review, route, and track incoming and outgoing correspondence and provide office support (answering phones, assisting visitors, scheduling meetings/calls, and coordinating travel arrangements).

Key Requirements

  • •High school diploma or equivalent required.
  • •1–3 years of experience as a trust associate, administrative assistant, or similar role in 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, with the ability to manage multiple priorities accurately.
  • •Strong verbal and written communication skills and ability to work independently and collaboratively.
Experience:1-3 yearsFinancial servicesSecuritiesTrust and estate planning
Education:High School
Skills:Detail-orientedOrganizational skillsTime managementCommunicationCollaboration

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