The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals. To learn more about Baird Trust, .

Job Summary:

Responsible for managing a book of business consisting of moderately complex relationships.

Essential Duties and Responsibilities:

Manages a book of investment agent accounts, irrevocable trusts, IRAs, and other account types, providing high quality trust administration and service for high-net-worth clients

Work closely with partners within Baird Trust and R.W. Baird as a whole Attend client meetings

Provides flexible, friendly and proactive service to clients.

Has knowledge of:

Name/Address, tax and statement recipient records

Gifting of cash and securities

Preparation of client meeting materials

Processing distributions (external and internal, wires, checks, and ACH)

Bill payment process

Records management (OnBase and physical files)

Assisting clients with on-line access

Has intermediate knowledge of:

Account opening process

Account closing process

Special/Unique assets

Discretionary distribution process and requirements

Annual and 60 day account review process

Participates on projects and/or provides oversight of new initiatives, systems, products/services and processes.

Keeps abreast of 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.

Provides flexible, friendly and proactive service to clients.

Participates in special projects as needed.

Performs other duties and projects as assigned. Identifies and communicates technical matters to both clients and firm personnel. Makes referrals to other areas of the firm.

Knowledge, Skills, and Abilities:

Knowledge of:

Solid knowledge of trust administration and estate settlement principles and theories.

Concepts of Trust documents and Wills/Codicils;. Knowledge of TrustDesk (preferred) or other trust accounting systems

Filing and systems of filing The Microsoft Office Suite of products.

Skills in:

Client service Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Effective customer service, interpersonal, problem-solving, planning/organizational, oral/written communication, and administrative skills.

Verbal and written communication skills sufficient to prepare written and verbal communications to co-workers, and service providers.

Problem solving sufficient to effectively analyze, research and resolve inquiries in a timely manner.

Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines.

Ability to:

Work collaboratively and partner with other functional areas to accomplish objectives.

Provide a high level of internal/external customer service.

Work ethically and with integrity, including maintaining personnel and firm confidentiality.

Comply with legal, regulatory, and firm policy/procedure requirements.

Work with numbers and large volumes of data with accuracy and speed

Educational/Previous Experience Recommendations:

High School diploma required or an equivalent combination of education, training or experience.

Post-secondary degree preferred.

5-7 years minimum experience in trust administration.

CTFA a plus

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .