Baird · 19 hours ago
Trust Associate
TN-Franklin
Full-time
Hybrid
Entry Level
1+ years expBaird Trust Company is seeking a Trust Associate to support their Trust Administration team. The role involves assisting Trust Officers in delivering fiduciary services and managing trust administration activities, while also providing client service and operational support.
Financial Services
Responsibilities
Support Trust Officers in implementing clients’ trust and estate strategies
Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions
Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers
Prepare annual and new account reviews for Trust Officer review
Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents
Research, gather, and compile information from various sources to prepare reports and summaries
Maintain accurate digital and physical files, records, and data management systems
Deliver proactive, friendly, and professional service to clients and internal partners
Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate
Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals
Review, route, and track incoming and outgoing correspondence
Provide office support including answering phones and assisting visitors
Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements
Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation
Qualification
Required
High school diploma or equivalent required
1–3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry
Familiarity with trust and estate planning documents and basic fiduciary concepts
Strong organizational skills and high attention to detail
Ability to manage multiple priorities with accuracy and efficiency
Strong verbal and written communication skills
Ability to work independently and collaboratively in a team environment
Experience supporting projects and coordinating administrative workflows
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
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
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