About this opportunity
Baird Capital lists this Trust Strategy Administrative Coordinator opportunity in milwaukee, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Trust Strategist And Legal Administrative AssistantBaird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial advisor and client's initial experience with Baird Trust is smooth.The impact you'll make: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 supportAssist 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 experienceAssist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist teamServe as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issuesProvide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiriesCompose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policiesSchedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangementsCoordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating OfficerPrepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadershipEstablish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment databasePerform other duties and projects as assignedWhat you'll bring to Baird:High school diploma required, Bachelor's degree or Paralegal certification preferredExperience in Word, Excel, and PowerPoint2-3 experience of administrative assistant in securities-related industry preferredExperience in project management for both long- and short-term projects
Worksite address
milwaukee, WI, 53202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.