Trust & Estate Settlement Officer III

About the Role:

At Baird Trust our Estate Settlement Professionals play a vital role in guiding families through one of lifes most challenging transitions. We manage every aspect of settling a decedents personal and financial affairsfrom collecting and safeguarding assets to paying estate expenses filing tax returns and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedents financial legal and tax advisors. Throughout the process we prioritize clear transparent communication to ensure clients and beneficiaries feel informed and supported every step of the way.

The Impact Youll Make:

• Manages a book of client accounts including investment agent accounts irrevocable trusts IRAs estate administrative trust and other account types providing high quality estate and trust administration and service for high-net-worth clients.

• Leads client meetings and travels within a multi-state region.

• Knowledge of: tax filing for estates/trusts recipient records gifting of cash/securities meeting material preparation distribution processing (wires checks ACH) bill payment records management and assisting with online access.

• Intermediate knowledge of: asset transfers account opening/closing special assets discretionary distributions annual reviews.

• Participates in projects and/or provides oversight of new initiatives systems products/services and processes.

• Prompt attention to open items and tasks to be performed.

• Gather and utilize appropriate information and take urgent action in correcting problems and concerns.

• Schedules appointments maintains calendar and schedules and coordinates meetings events and/or travel arrangements.

• Establishes updates and maintains files and implements and maintains data management systems as required.

• Secure and manage real and personal property assets of estates and/or trusts.

• Collaborate with attorneys accountants appraisers realtors and other professionals.

• Assist in the preparation and review of federal and state estate and inheritance tax returns gift tax returns personal income tax returns and fiduciary income tax returns.

What Youll Bring to Baird:

• Extensive expertise in trust administration and estate settlement with practical experience working with trust documents Wills Codicils and advanced trust accounting systems such as TrustDesk (preferred).

• Proficient in efficient file management and highly skilled in the Microsoft Office Suite.

• Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication organization and collaboration.

• Strong customer care focus with strengths in building positive relationships creative problem-solving and excelling in both planning and administrative tasks.

• Clear and articulate communicatorboth written and verbalcapable of preparing impactful reports and correspondence for colleagues clients service providers and families.

• Sharp analytical and research skills enable swift and accurate resolution of questions.

• Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement.

• Collaborative team player who drives shared goals and fosters a supportive work environment.

• Ensures all activities comply with legal regulatory and company standards while handling data and numbers with precision.

Educational/Previous Experience:

• High School diploma required.

• Paralegal or Post-secondary degree preferred.

• 5-7 years minimum experience in estate and/or trust administration.

Licenses/Certifications:

CTFA or JD a plus

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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.