Trust Estate Settlement Associate
Trust Estate Settlement Associate
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Salary Not Disclosed
1 Vacancy
Job Description
As an Estate Settlement Trust Associate you will:
Support the estate settlement team in administering a clients estate at their death.
Assist Associates Estate Settlement team with organizing and understanding estate documents and structures (i.e. wills trusts powersofattorney health care directives prenuptials partnership agreements irrevocable life insurance trusts etc..
Assist in the review of gift tax and estate tax returns for clients.
Coordinate the determination amounts of annual exclusion gifts currently being made the amount of unified credit and GST exemptions already used for clients.
Coordinate reviews and make recommendations on the scope of services to be performed in collaboration with firm associates.
Ensure the financial policies procedures and internal controls comply with SEC reporting requirements including SarbanesOxley to include best practices.
Research gather and compile data and information and prepare reports and summaries from a variety of sources.
Provide and/or oversee support activities including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments.
Schedule and coordinate meetings events and/or travel arrangements.
Establish update and maintain files inventories records and data management systems.
Provide flexible friendly and proactive service to clients and other professionals.
What makes this opportunity great:
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Compelling careers working side by side with the best in the business.
Support & flexibility to grow and be your best at work at home and in the community.
What we look for:
High School Diploma or equivalent.
23 years experience as a trust associate paralegal or administrative assistant in securitiesrelated industry law firm or accounting firm.
Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts practices and procedures.
Experience in project management for both long and shortterm projects.
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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.
Required Experience:
IC
Employment Type
Full-Time
