Estate & Trust Strategy Specialist

Baird; Seattle (WA); On-site; USD 91,800 - 126,000; Full time

Job summary

Baird is seeking a Trust Strategist to review trust agreements, amendments, and related documents for accuracy, fiduciary duties, and tax considerations. You will collaborate with Baird PWM teams to provide guidance for the client base and support internal education initiatives.

The role involves presenting on estate, tax, and trust planning topics to internal associates and continuing education seminars, as well as assisting Trust Counsel with various matters.

Qualifications

• JD/CFP/CTFA credentials preferred.
• Bachelor’s degree in Economics, Finance, Accounting, or Business Administration is required.
• 5+ years of experience in the trust industry preferred.

Responsibilities

• Review trust agreements and related documents for accuracy and fiduciary provisions.
• Collaborate with PWM associates to answer questions and provide thought leadership for clients.
• Present estate, tax, and trust planning topics for internal associates and seminars.
• Assist Trust Counsel and Trust associates with trust and estate matters as needed.
• Participate in Trust Company projects and introduce new initiatives, systems, products/services and processes.

Skills

Juris Doctorate (JD)

CFP

CTFA

Education

Bachelor’s degree in Economics, Finance, Accounting, or Business Administration

Job description

Baird is seeking a Trust Strategist to review trust agreements, amendments, and related documents for accuracy, fiduciary duties, and tax considerations. You will collaborate with Baird PWM teams to provide guidance for the client base and support internal education initiatives.

The role involves presenting on estate, tax, and trust planning topics to internal associates and continuing education seminars, as well as assisting Trust Counsel with various matters.