Fiduciary Services Associate

ROBERT W. BAIRD & CO. INCORPORATED; Evansville (IN); Hybrid; USD 42,000 - 54,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED seeks a Trust Associate to support Trust Officers in fiduciary services and daily trust administration.

The role involves organizing estate planning documents, handling money movement requests, and coordinating communications among clients, beneficiaries, and professionals. The position requires attention to detail, organizational skills, and teamwork. The role starts with on-site attendance five days a week in Evansville, IN for six months, then transitions to

Qualifications

• High school diploma or equivalent required.
• 1–3 years of experience as a trust associate, admin assistant, or similar role in finance/securities.
• 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.
• Experience supporting projects and coordinating administrative workflows.

Responsibilities

• Support Trust Officers in implementing clients’ trust and estate strategies.
• Process routine and ad‑hoc money movement requests (disbursements, remittances, ACH transfers, wires) per controls and trust provisions.
• Assist in coordinating and documenting gifting strategies as directed by Trust Officers.
• Prepare annual and new account reviews for Trust Officer review.
• Assist with organizing estate documents (wills, trusts, powers of attorney, 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.
• 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.
• 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 short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation.

Skills

Organizational skills

Attention to detail

Multi-tasking

Verbal communication

Written communication

Project coordination

Education

High school diploma or equivalent

Job description

ROBERT W. BAIRD & CO. INCORPORATED seeks a Trust Associate to support Trust Officers in fiduciary services and daily trust administration.

The role involves organizing estate planning documents, handling money movement requests, and coordinating communications among clients, beneficiaries, and professionals. The position requires attention to detail, organizational skills, and teamwork. The role starts with on-site attendance five days a week in Evansville, IN for six months, then transitions to