Trust Strategist, Legal Assistant

Responsibilities

• Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
• Assist with pre-acceptance and onboarding of new trust company clients including working with financial advisors and their staff to help them understand trust company processes to ensure a smooth experience.
• Assist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist team.
• Serve as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issues.
• Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries.
• Compose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies.
• Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements.
• Coordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer.
• Prepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadership.
• Establish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment database.

• High school diploma required.
• Bachelor's degree or Paralegal certification preferred.
• Experience in Word, Excel, and PowerPoint.
• 2-3 years of experience as an administrative assistant in a securities-related industry preferred.
• Experience in project management for both long- and short-term projects.