Baird · 1 day ago
Trust & Estate Settlement Officer III
Louisville, KY
Full-time
Hybrid
Senior Level
5+ years expBaird is a financial services firm that focuses on providing comprehensive trust and estate settlement services. The Trust & Estate Settlement Officer III will manage client accounts, lead client meetings, and ensure effective administration of estate and trust services for high-net-worth clients.
Financial Services
Responsibilities
Manages a book of client accounts including investment agent accounts, irrevocable trusts, IRAs, estate, administrative trust, and other account types, providing high quality estate and trust administration and service for high-net-worth clients
Leads client meetings and travels within a multi-state region
Knowledge of: tax filing for estates/trusts, recipient records, gifting of cash/securities, meeting material preparation, distribution processing (wires, checks, ACH), bill payment, records management, and assisting with online access
Intermediate knowledge of: asset transfers, account opening/closing, special assets, discretionary distributions, annual reviews
Participates in projects and/or provides oversight of new initiatives, systems, products/services and processes
Prompt attention to open items and tasks to be performed
Gather and utilize appropriate information and take urgent action in correcting problems and concerns
Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements
Establishes, updates, and maintains files, and implements and maintains data management systems, as required
Secure and manage real and personal property assets of estates and/or trusts
Collaborate with attorneys, accountants, appraisers, realtors and other professionals
Assist in the preparation and review of federal and state estate and inheritance tax returns, gift tax returns, personal income tax returns, and fiduciary income tax returns
Qualification
Required
High School diploma required
5-7 years minimum experience in estate and/or trust administration
Extensive expertise in trust administration and estate settlement, with practical experience working with trust documents, Wills, Codicils, and advanced trust accounting systems
Proficient in efficient file management and highly skilled in the Microsoft Office Suite
Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication, organization, and collaboration
Strong customer care focus, with strengths in building positive relationships, creative problem-solving, and excelling in both planning and administrative tasks
Clear and articulate communicator—both written and verbal—capable of preparing impactful reports and correspondence for colleagues, clients, service providers, and families
Sharp analytical and research skills enable swift and accurate resolution of questions
Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement
Collaborative team player who drives shared goals and fosters a supportive work environment
Ensures all activities comply with legal, regulatory, and company standards, while handling data and numbers with precision
Preferred
Paralegal or Post-secondary degree preferred
TrustDesk (preferred)
CTFA or JD a plus
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase