Trust Officer- Wealth and Family Office
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Job Location:
Louisville, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
In this role you will support high-net-worth clients and senior Trust Officers at Baird Trust by managing a book of business ensuring the highest standard of service and facilitating collaboration across functional areas.
This position offers flexibility with 4 days per week in our downtown Louisville office and 1 day remote.
The Impact Youll Make:
Administer a portfolio of client accounts providing comprehensive trust management and exceptional service.
Assist senior Trust Officers in managing complex accounts and addressing sophisticated client requirements.
Prepare materials for client meetings and support the execution of account transactions distributions and gifting processes.
Maintain meticulous records and assist clients in accessing online account resources.
Coordinate meetings appointments and travel logistics with precision.
Contribute to special projects new initiatives and continuous process improvements within the department.
Identify technical issues and communicate appropriately referring clients to subject matter experts as needed.
What Youll Bring to Baird:
High school diploma required; post-secondary degree strongly preferred.
A minimum of three years experience in banking finance or a related securities industry preferred.
Proficiency in trust administration estate settlement and pertinent systems preferred (TrustDesk experience considered an asset).
Demonstrated excellence in client service communication organization and problem-solving.
Capacity to collaborate effectively manage confidential information and handle large volumes of data with accuracy and efficiency.
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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
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
