Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial advisor and client’s initial experience with Baird Trust is smooth.
As a Trust Strategist And Legal Assistant, You Will
- Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
- Assist with pre-acceptance and onboarding of new trust company clients including working with financial advisors and their staff to help them understand trust company processes to ensure a smooth experience.
- Assist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist team.
- Serve as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issues.
- Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries.
- Compose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies.
- Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements.
- Coordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer.
- Prepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadership.
- Establish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment database.
- Perform other duties and projects as assigned.
What Makes This Opportunity Great
- Ability to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
What We Look For
- Bachelor’s degree. Paralegal preferred.
- Experience in Word, Excel, and PowerPoint
- Five (5) years’ experience in the financial services industry.
#DI
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
