Sr. Trust Officer

Baird
United States
Workplace: HybridFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Relationship-building","Problem-solving","Attention to detail","Mentorship"]

Experienced fiduciary professional role focused on administering trust accounts in accordance with governing documents and state law, partnered with Financial Advisors to fulfill clients’ wishes. Requires on-site training in Evansville, IN, transitioning to a hybrid schedule (4 days in-office, 1 remote). You’ll educate beneficiaries, coordinate distributions, manage complex asset types, and collaborate with advisors, attorneys, and accountants to ensure accurate trust administration.

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Baird
Baird
8 months ago

Sr. Trust Officer

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Last checked: 3 days agoStatus: Live

Job Summary

Experienced fiduciary professional role focused on administering trust accounts in accordance with governing documents and state law, partnered with Financial Advisors to fulfill clients’ wishes. Requires on-site training in Evansville, IN, transitioning to a hybrid schedule (4 days in-office, 1 remote). You’ll educate beneficiaries, coordinate distributions, manage complex asset types, and collaborate with advisors, attorneys, and accountants to ensure accurate trust administration.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Sr. Manager level

Key Responsibilities

  • •Provide professional trust administration within the scope of the governing document and in accordance with applicable state law.
  • •Coordinate client requests for funds including regular remittances and disbursements; monitor daily trust transactions for accuracy.
  • •Educate beneficiaries on trust terms and requirements; navigate complex family dynamics; collaborate with advisors, attorneys, and accountants on administrative matters.
  • •Prepare documentation and recommendations for Administrative Review Committee on discretionary decisions for beneficiaries.
  • •Assist with overseeing non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests) and support gifting strategies.
Travel: Low travel

Key Requirements

  • •5+ years minimum experience in trust administration.
  • •Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theories.
  • •Expertise in understanding and explaining Trust documents and Wills/Codicils.
  • •Solid knowledge of TrustDesk (preferred) or other trust accounting systems.
  • •High School diploma required or an equivalent combination of education, training or experience.
Experience:5+ yearsFiduciaryTrust administrationWealth management
Education:High School
Skills:CommunicationRelationship-buildingProblem-solvingAttention to detailMentorship
Certifications:CTFAJD
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