Trust Officer- Wealth And Family Office
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Overview
Job Description
About the Role:
In this role, you will support high-net-worth clients and senior Trust Officers at Baird Trust by managing a book of business, ensuring the highest standard of service, and facilitating collaboration across functional areas.
This position offers flexibility with 4 days per week in our downtown Louisville office and 1 day remote.
The Impact You'll Make:
Administer a portfolio of client accounts, providing comprehensive trust management and exceptional service.
Assist senior Trust Officers in managing complex accounts and addressing sophisticated client requirements.
Prepare materials for client meetings and support the execution of account transactions, distributions, and gifting processes.
Maintain meticulous records and assist clients in accessing online account resources.
Coordinate meetings, appointments, and travel logistics with precision.
Contribute to special projects, new initiatives, and continuous process improvements within the department.
Identify technical issues and communicate appropriately, referring clients to subject matter experts as needed.
What You'll Bring to Baird:
High school diploma required; post-secondary degree strongly preferred.
A minimum of three years' experience in banking, finance, or a related securities industry preferred.
Proficiency in trust administration, estate settlement, and pertinent systems preferred (TrustDesk experience considered an asset).
Demonstrated excellence in client service, communication, organization, and problem-solving.
Capacity to collaborate effectively, manage confidential information, and handle large volumes of data with accuracy and efficiency.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.