Trust Strategy & Legal Admin Specialist

Baird; Louisville (KY); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Baird Trust is seeking an Administrative Assistant/Trust Strategist support professional to help move client trust accounts to Baird Trust and integrate them into estate plans. The role focuses on coordinating onboarding, scheduling, CRM data integrity, and producing client-facing materials.

The position requires strong MS Office skills, 2–3 years in securities-adjacent admin roles, and project management experience to support multiple stakeholders across the Trust team.

Formación

• Provide administrative support across the trust operations team.
• Assist with scheduling, document handling, and client communications.
• Support onboarding of new trust clients and liaise with financial advisors.

Responsabilidades

• Schedule meetings and coordinate travel as needed.
• Maintain CRM records and prepare standard correspondence.
• Assist Trust Strategists with client onboarding and materials preparation.
• Support preparation of internal reports and presentations for leadership.

Conocimientos

Administrative support

Project management

CRM familiarity

Educación

High school diploma

Bachelor's degree or Paralegal certification preferred

Herramientas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM software

Descripción del empleo

Baird Trust is seeking an Administrative Assistant/Trust Strategist support professional to help move client trust accounts to Baird Trust and integrate them into estate plans. The role focuses on coordinating onboarding, scheduling, CRM data integrity, and producing client-facing materials.

The position requires strong MS Office skills, 2–3 years in securities-adjacent admin roles, and project management experience to support multiple stakeholders across the Trust team.