Legal Assistant

• 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

Trust Strategist and Legal Assistant supporting the Baird Trust team

Trust Strategist, Legal Assistant

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.

• Provide administrative support to attorneys
• Work independently on pleadings
• Handle discovery and motion preparation
• Manage e-discovery tasks
• Maintain case management and docketing systems
• Assist in document review and exhibit preparation

Legal Secretary providing litigation support in Madison, WI for national law firm

Legal Secretary

Legal Secretary providing litigation support for attorneys in Madison, WI at a national law firm. Role involves managing pleadings, discovery, and administrative tasks with legal procedures.

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Trust Strategist, Legal Assistant

Legal Secretary