Trust 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

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 Evansville, IN 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 You’ll Make:

Administrative & Fiduciary Support

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

• Process routine and ad‑hoc 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 ad‑hoc 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 You’ll Bring to Baird:

• High school diploma or equivalent required

• 1–3 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