Trust Associate
Trust Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Trust Associate you will:
Support Trust Administration team in implementing clients immediate and long-term trust and estate strategies.
Assist Trust Administration team with organizing and understanding estate documents and structures (i.e. wills trusts powers-of-attorney health care directives pre-nuptials partnership agreements irrevocable life insurance trusts etc.).
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.
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.
2-3 experience as a trust associate or administrative assistant in securities-related industry.
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 short-term projects.
#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.
Required Experience:
IC
Employment Type
Full-Time
