Trust Strategy & Legal Admin Assistant

Baird; Seattle (WA); On-site; USD 56,100 - 72,000; Full time

Benefits offered by this job

Bonus up to 8.5% of base pay

Total Rewards program

Job summary

Baird Trust is seeking an organized Administrative Assistant to support a team of Trust Strategists and help move client accounts to Baird Trust. You will assist with onboarding, scheduling, and preparing materials for trust planning discussions.

Responsibilities include creating reports, managing CRM entries, and coordinating meetings and travel as needed. A bachelor’s degree or paralegal certification is preferred, with 2–3 years in securities-related admin work.

Qualifications

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience supporting legal or trust teams is a plus.
• Strong organizational and calendar management skills.

Responsibilities

• Provide administrative support to a team of Trust Strategists.
• Assist in onboarding new clients and explaining trust processes.
• Prepare internal reports and maintain fiduciary appointment records.

Skills

Word

Excel

PowerPoint

Education

Bachelor's degree

Paralegal certification

Job description

Baird Trust is seeking an organized Administrative Assistant to support a team of Trust Strategists and help move client accounts to Baird Trust. You will assist with onboarding, scheduling, and preparing materials for trust planning discussions.

Responsibilities include creating reports, managing CRM entries, and coordinating meetings and travel as needed. A bachelor’s degree or paralegal certification is preferred, with 2–3 years in securities-related admin work.