Sr. Trust Officer

Trust OfficerOur Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are carried out based on the terms of the trust document.This position requires on-site attendance five days per week in our Evansville, IN office, for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.The Impact You'll Make:Professional trust administration within the scope of the governing document and in accordance with applicable state lawProvide proactive solutions to client needs and deliver prompt, professional communication to clients and Financial AdvisorsDemonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account typesEducate trust beneficiaries on the terms and requirements of the trustNavigate complex family dynamicsPrepare necessary documentation and recommendation for Administrative Review Committee on any discretionary decisions to be made on behalf of beneficiaryCoordinate client requests for funds including regular remittances and disbursementsFacilitate communication between multiple beneficiaries, internal and external advisors, and co-trustees, as well as act as a referral networkUnderstand trust taxation and consider tax implications for current and remainder beneficiariesWork with internal partners to provide appropriate oversight of non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests)Assistance in implementing personal and charitable gifting strategiesManage allocation of income and principal for distributions, including trust-related expenses and distributions on behalf of clients and beneficiariesFacilitate annual IRA Required Minimum DistributionsMonitor daily transactions posted to trust accounts to ensure accuracyCollaborate with the client's advisors, attorneys, and accountants, on complex administrative mattersProvide mentorship to team members and others within Trust AdministrationPrepare 60-day and annual account reviewsServe on Administrative Review Committee or Policies and Procedures CommitteeOccasional travel for client meetingsWhat You'll Bring to Baird:Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theoriesExpertise in understanding and explaining Trust documents and Wills/CodicilsSolid knowledge of TrustDesk (preferred) or other trust accounting systemsHigh School diploma required or an equivalent combination of education, training or experiencePost-secondary degree preferred5+ years minimum experience in trust administrationCTFA a plus, but not requiredJD a plus, but not required