Associate Trust Counsel- Unique Assets

Job description

About the Role: This position reports to Trust Counsel and is responsible for managing and monitoring all aspects of unique assets in client accounts. Unique assets can include real estate (residential and commercial), business entities, mineral interests, private equity, and other illiquid assets owned within Baird Trust accounts. This role also acts as liaison between Baird Trust and third-party vendors relating to unique assets. In addition to unique asset responsibilities, the Associate Trust Counsel also assists other members of the Trust Counsel office in supporting trust company associates. The Impact You’ll Make: Manage and oversee all aspects of unique asset administration, including asset acceptance, onboarding, custody, valuation, pricing, reporting, risk monitoring, and related operational workflows, ensuring compliance with Baird Trust policies, procedures, and fiduciary standards. Review and interpret trust, estate planning, and other legal documents; partner closely with Trust Officers on irrevocable trust administration and complex fiduciary, legal, and structural issues. Prepare, review, and monitor unique asset, fiduciary, and risk management reports; identify exc...