Trust Strategist and Legal Assistant
On-siteMilwaukee, Wisconsin, United States or Louisville, Kentucky, United States
Job Summary
Trust Strategist and Legal Administrative Assistant supports a team of trust strategists, assists with onboarding of new trust company clients, creates marketing/presentation material, coordinates meetings/events and travel, maintains files and data, and prepares internal reports within Baird Trust. The role involves providing broad administrative support, coordinating with financial advisors and their staff, and ensuring smooth client experiences in trust services; requires proficiency in Word, Excel, and PowerPoint and experience in project management and securities-related administration.
Required Qualifications
- High School Diploma or equivalent
- Bachelor’s degree or Paralegal preferred
- 2-3 years experience of administrative assistant in securities-related industry preferred
- Experience in project management for both long- and short-term projects
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