Trust Strategy & Legal Admin Specialist

Baird; Milwaukee (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Baird invites applications for an Trust Admin role in Milwaukee, supporting the Trust Strategists with scheduling, CRM entries, and daily administrative tasks. The role helps ensure a smooth first experience for clients moving or adding to Baird Trust.

You will assist in onboarding new clients, prepare marketing materials, coordinate meetings and travel, and support the Trust Legal team. A high school diploma is required with preference for higher education or paralegal certification.

Qualifications

• High school diploma required; bachelor's degree or paralegal certification preferred.
• Experience with Word, Excel, and PowerPoint.
• 2-3 years of administrative assistant experience in securities-related industry preferred.

Responsibilities

• Support trust strategists with scheduling, CRM, and general administrative tasks.
• Assist with onboarding new clients and explain processes to ensure smooth experience.
• Create marketing and presentation material for trust services.
• Coordinate meetings, travel, and lodging, and prepare internal reports.
• Maintain files and databases for fiduciary appointments.

Skills

Administrative support

CRM management

Meeting coordination

Communication skills

Travel coordination

Education

High school diploma

Bachelor's degree preferred

Paralegal certification preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Baird invites applications for an Trust Admin role in Milwaukee, supporting the Trust Strategists with scheduling, CRM entries, and daily administrative tasks. The role helps ensure a smooth first experience for clients moving or adding to Baird Trust.

You will assist in onboarding new clients, prepare marketing materials, coordinate meetings and travel, and support the Trust Legal team. A high school diploma is required with preference for higher education or paralegal certification.