Trust Associate

About the Role:

The Trust Associate plays a vital support role within the Trust Administration team working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities organizes complex estate planning documentation and helps ensure efficient proactive client service across the department. The ideal candidate is detail-oriented organized and enthusiastic about helping clients and teammates succeed.

This position requires on-site attendance five days per week in our Franklin TN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.

The Impact Youll Make:

Administrative & Fiduciary Support

• Support Trust Officers in implementing clients trust and estate strategies.

• Process routine and adhoc money movement requests including disbursements remittances ACH transfers and wire requests in accordance with internal controls and trust provisions.

• Assist in coordinating and documenting annual and adhoc personal or charitable gifting strategies as directed by Trust Officers.

• Prepare annual and new account reviews for Trust Officer review.

• Assist with organizing estate documents such as wills trusts powers of attorney and entity documents.

• Research gather and compile information from various sources to prepare reports and summaries.

• Maintain accurate digital and physical files records and data management systems.

Client Service & Communication

• Deliver proactive friendly and professional service to clients and internal partners.

• Help respond to client and beneficiary inquiries directing requests to Trust Officers when appropriate.

• Assist in coordinating communications between clients beneficiaries Financial Advisors attorneys accountants and other professionals.

Operational Support & Coordination

• Review route and track incoming and outgoing correspondence.

• Provide office support including answering phones and assisting visitors.

• Schedule and coordinate meetings conference calls client reviews and travel arrangements.

• Support both short- and long-term departmental projects by handling logistics tracking progress and maintaining documentation.

What Youll Bring to Baird:

• High school diploma or equivalent required.

• 13 years of experience as a trust associate administrative assistant or similar role within a financial or securities-related industry.

• Familiarity with trust and estate planning documents and basic fiduciary concepts.

• Strong organizational skills and high attention to detail.

• Ability to manage multiple priorities with accuracy and efficiency.

• Strong verbal and written communication skills.

• Ability to work independently and collaboratively in a team environment.

• Experience supporting projects and coordinating administrative workflows.

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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.