Baird

1 week ago

Trust Strategist and Legal Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Support a team of Trust Strategists by handling scheduling, CRM updates, onboarding and pre-acceptance coordination for new trust clients, and acting as a liaison to internal teams, external customers, and vendors. Assist the Trust Legal team and Baird Trust COO with administrative and operational tasks, draft and edit correspondence, prepare recurring and ad hoc reports, and maintain trust company records and databases for leadership.

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Support Trust Strategists with administrative duties such as scheduling meetings and managing CRM entries.
•Assist with pre-acceptance and onboarding of new trust company clients with financial advisors and their staff.
•Create marketing and presentation materials related to trust company services and trust planning.
•Coordinate administrative and operational support for the Trust Legal team and Baird Trust Chief Operating Officer, including phone support and visitor assistance.
•Draft and edit correspondence or memoranda, maintain trust records and databases, and prepare recurring and ad hoc internal reports for leadership.

Pay and Benefits

Salary: USD 56,100 - 72,000 annually

Key Requirements

•High school diploma required; Bachelor’s degree or paralegal certification preferred.
•Experience using Word, Excel, and PowerPoint.
•2–3 years of administrative assistant experience in a securities-related industry preferred.
•Experience supporting trust or legal/administrative processes, including client onboarding and pre-acceptance support.
•Experience in project management for long- and short-term projects.

Experience:Securities

Education:High School

Skills:CommunicationOrganizationAttention to detailProblem-solving

Certifications:Paralegal certification

Tech Stack:WordExcelPowerPoint

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Baird

1 week ago

Trust Strategist and Legal Assistant

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Support Trust Strategists with administrative duties such as scheduling meetings and managing CRM entries.
•Assist with pre-acceptance and onboarding of new trust company clients with financial advisors and their staff.
•Create marketing and presentation materials related to trust company services and trust planning.
•Coordinate administrative and operational support for the Trust Legal team and Baird Trust Chief Operating Officer, including phone support and visitor assistance.
•Draft and edit correspondence or memoranda, maintain trust records and databases, and prepare recurring and ad hoc internal reports for leadership.

Pay and Benefits

Salary: USD 56,100 - 72,000 annually

Key Requirements

•High school diploma required; Bachelor’s degree or paralegal certification preferred.
•Experience using Word, Excel, and PowerPoint.
•2–3 years of administrative assistant experience in a securities-related industry preferred.
•Experience supporting trust or legal/administrative processes, including client onboarding and pre-acceptance support.
•Experience in project management for long- and short-term projects.

Experience:Securities

Education:High School

Skills:CommunicationOrganizationAttention to detailProblem-solving

Certifications:Paralegal certification

Tech Stack:WordExcelPowerPoint

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn