Trust Strategist, Legal Assistant

Baird

Trust Strategist and Legal Assistant providing administrative support to the Baird Trust team. Involved in client onboarding processes and marketing material development for trust services.

Posted 7/1/2026full-timeLouisville • Kentucky, Wisconsin • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

WordExcelPowerPointStatistical ReportingDatabase Management

Soft Skills

CommunicationProblem SolvingInterpersonal Skills

Certifications

Paralegal Certification