Baird

Associate Trust Counsel – Unique Assets

Baird

full-time

Posted on:

Location Type: Hybrid

Location: Louisville • Kentucky • Ohio • United States

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About the role

  • Manage and oversee all aspects of unique asset administration, including asset acceptance, onboarding, custody, valuation, pricing, reporting, risk monitoring, and related operational workflows
  • Review and interpret trust, estate planning, and other legal documents; partner closely with Trust Officers on irrevocable trust administration and complex fiduciary, legal, and structural issues
  • Prepare, review, and monitor unique asset, fiduciary, and risk management reports; identify exceptions, investigate issues, and escalate unresolved matters through appropriate governance and risk management channels
  • Serve as a subject matter expert and technical resource for Baird Trust associates on unique asset administration, fiduciary controls, risk management practices, and closely held entities
  • Manage third-party vendor relationships related to unique assets, including appraisers, property managers, and other service providers
  • Lead, mentor, and develop associates within the Unique Asset Group by providing coaching, feedback, and professional development opportunities

Requirements

  • Four (4) year undergraduate degree and a Juris Doctorate (JD) degree
  • 5+ years’ experience managing/overseeing unique assets (related to trust and estate administration a plus)
  • Legal expertise and experience in fiduciary and trust law related to unique assets
  • Knowledge and experience with drafting, interpreting, revising contracts, agreements, valuations, and deeds
  • Experience overseeing real estate property maintenance
  • Knowledge of principal and income accounting
  • Experience with Microsoft Office Suite of products (Excel, PowerPoint, Word, Outlook, Access)
Benefits
  • Competitive salary
  • Health insurance
  • Retirement plans
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
unique asset administrationfiduciary controlsrisk managementtrust lawestate planningcontract draftingaccountingreal estate property maintenancereport preparationexception investigation
Soft Skills
leadershipmentoringcoachingcommunicationproblem-solvingcollaborationfeedback provisionprofessional development
Certifications
Juris Doctorate (JD)undergraduate degree