Sr. Trust Officer

Baird
Cincinnati
Workplace: HybridFull timeFunction: OtherExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Client service","Mentorship","Problem-solving"]

Senior fiduciary professional responsible for administering trust accounts in accordance with trust instruments, working with Financial Advisors to ensure client wishes are carried out. The role involves complex trust administration, education of beneficiaries, coordination of fund requests, collaboration with external advisors, and support for non-standard assets, with training in Cincinnati then a hybrid work schedule.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Baird
Baird
4 months ago

Sr. Trust Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Senior fiduciary professional responsible for administering trust accounts in accordance with trust instruments, working with Financial Advisors to ensure client wishes are carried out. The role involves complex trust administration, education of beneficiaries, coordination of fund requests, collaboration with external advisors, and support for non-standard assets, with training in Cincinnati then a hybrid work schedule.
Location: Cincinnati
Workplace: Hybrid
Employment Type: Full time

Key Responsibilities

  • •Administer trusts in accordance with governing documents and state law.
  • •Educate beneficiaries on terms and requirements of the trust.
  • •Coordinate client requests for funds including regular remittances and distributions.
  • •Collaborate with advisors, attorneys, and accountants on complex administrative matters.
  • •Prepare documentation and recommendations for the Administrative Review Committee on discretionary decisions.
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+ yearsFiduciary servicesTrust administrationWealth managementFinancial services
Education:High School
Skills:CommunicationInterpersonal skillsClient serviceMentorshipProblem-solving
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