Trust & Estate Settlement Officer
Trust & Estate Settlement Officer
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Salary Not Disclosed
1 Vacancy
Job Description
About the role:
Are you looking to grow your career in a role that blends client service financial expertise and teamwork This position gives you the chance to work with a variety of client accountslike trusts estates IRAs and investment agent accounts. Youll team up with colleagues and partners to create personalized solutions help lead client meetings and stay ahead of client needs. Youll also get hands-on experience managing account activities supporting tax filings and helping with key projects and process improvements. Its a great opportunity to build your skills and make a real impact. This role will be on-site in Louisville or Cincinnati in office 4 days per week and 1 day remote per week. This role involves travel that may extend up to five consecutive days.
The Impact Youll Make:
Manage a portfolio of client accounts including trusts estates IRAs and investment agent accounts.
Provide high-quality estate and trust administration for high-net-worth clients.
Collaborate with internal and external partners to deliver customized solutions.
Lead client meetings and proactively address client needs.
Oversee account activities including openings closings distributions and asset transfers.
Secure and manage real and personal property assets within estates and trusts.
Assist in the preparation of tax returns and fiduciary fillings.
Support key projects and process improvements.
Ability to travel for up 5 consecutive days is a must.
What Youll Bring to Baird:
High School diploma required with a minimum of three years experience in trust and estate administration
Post-secondary degree preferred or equivalent combination of education and experience will also be considered
Familiarity with trust documents wills codicils and tax filing requirements for estates and trusts.
Proficiency with trust accounting systems (TrustDesk preferred)
Proficiency with EstateWorks or similar estate settlement software preferred
High school diploma required; Post-secondary degree preferred.
Paralegal or JD is a plus.
CTFA preferred.
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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:
Unclear Seniority
Employment Type
Full-Time
