Trust Strategy & Legal Administrative Lead

Baird; Nashville (TN); On-site; USD 40,000 - 55,000; Full time

Job summary

Baird Trust is expanding its team to help transfer client trust accounts and integrate trust services into client plans. The Trust Strategist and Legal Administrative Assistant will support a group of Trust Strategists, coordinate onboarding with financial advisors, and prepare materials for presentations and client communications.

The role focuses on providing essential administrative support across trust operations, including travel coordination, report preparation, and maintaining fiduciary

Qualifications

• High school diploma required.
• Bachelor's degree or Paralegal certification preferred.
• Experience in Word, Excel and PowerPoint.

Responsibilities

• Support a team of trust strategists with administrative tasks such as scheduling meetings, CRM entries, and general support.
• Assist with onboarding of new trust company clients and explain trust processes to ensure a smooth experience.
• Assist in creating marketing and presentation materials for trust services and planning topics.

Skills

Administrative support

Word

Excel

PowerPoint

Education

High school diploma

Bachelor's degree or Paralegal certification preferred

Tools

Word

Excel

PowerPoint

Job description

Baird Trust is expanding its team to help transfer client trust accounts and integrate trust services into client plans. The Trust Strategist and Legal Administrative Assistant will support a group of Trust Strategists, coordinate onboarding with financial advisors, and prepare materials for presentations and client communications.

The role focuses on providing essential administrative support across trust operations, including travel coordination, report preparation, and maintaining fiduciary