Full-Time
Trust Strategist and Legal Assistant
Baird
5,001-10,000 employees
Wealth management and investment banking services
Compensation Overview
$56.1k - $72k/yr
Company Does Not Provide H1B Sponsorship
Seattle, WA, USA
Hybrid
Three days on-site per week required.
Bachelor's, Incomplete
 Legal & Compliance (1) |
|---|
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- A high school diploma is required.
- Experience with Word, Excel, and PowerPoint is required.
- Experience managing both long- and short-term projects is required.
- Support a team of trust strategists with scheduling meetings, managing customer relationship management entries, and general administrative support.
- Assist with pre-acceptance and onboarding of new trust company clients by helping financial advisors and their staff understand trust company processes.
- Create marketing and presentation materials related to trust company services and trust planning for the Trust Strategist team.
- Serve as a liaison with functional areas, external customers, and vendors to resolve routine administrative and operational issues.
- Answer telephones, assist visitors, and resolve or refer administrative problems and inquiries.
- Compose and edit correspondence and memoranda from dictation, verbal direction, or established policies.
- Schedule and coordinate meetings, events, interviews, appointments, and related activities, including travel and lodging arrangements when needed.
- Coordinate and perform staff and operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer.
- Prepare recurring and ad hoc statistical and narrative internal reports for Baird Trust leadership.
- Establish, maintain, and update files, databases, records, documents, and the trust company future fiduciary appointment database.
- Perform other assigned duties and projects.
- A Bachelor's degree or Paralegal certification is preferred.
- Two to three years of administrative assistant experience in a securities-related industry is preferred.
Baird provides financial services across four main areas: Wealth Management, Capital Markets, Private Equity, and Investment Banking. Its product mix ranges from financial planning and asset management for individuals and families to advisory services, capital-raising, and advisory for businesses, plus private equity investments and operating partner support. Baird’s services are delivered through a combination of client-advisor relationships, institutional trading, research, and investment products, with a focus on aligning investment solutions to client goals. The company differentiates itself through its employee-owned structure, global reach, and a broad, integrated platform that combines wealth management with corporate finance and investment activities. Baird’s stated goal is to help clients achieve “great outcomes” and do well for them, supported by deep expertise, a strong financial foundation, and a commitment to long-term relationships.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$872M
Headquarters
Milwaukee, Wisconsin
Founded
1919
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Simplify's Take
What believers are saying
- Baird added Arizona teams in February 2026, expanding assets and regional coverage.
- Baird Capital closed a $450 million third global fund in April 2026.
- Leadership promotions and senior hires in 2026 show active succession and growth investments.
What critics are saying
- Wealth management depends on advisor recruiting; losing teams quickly destroys local revenue.
- Baird lacks public-company firepower; larger rivals can outspend on technology and compensation.
- Any scandal around bonuses, recruiting, or compliance hits the employee-ownership brand immediately.
What makes Baird unique
- Employee-owned Baird ranked No. 16 on Fortune’s 2026 Best Companies list.
- Baird’s Private Wealth Management manages $369 billion and nearly 1,400 advisors.
- European investment banking headcount rose 60% over five years, outpacing scaled-back rivals.
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Benefits
Flexible Work Hours
Performance Bonus
Company News
Pye-Barker Fire & Safety appoints President of Commercial Services. July 15, 2026 * Tom Austin-Morgan Pye-Barker Fire & Safety has appointed Peter Robbins as President of Commercial Services, a newly created leadership role that will oversee the company's acquisition activities, commercial strategy and growth initiatives across the United States. Reporting to CEO Bart Proctor, Robbins will lead efforts to guide Pye-Barker's acquisition strategy while helping evaluate, integrate and grow acquired businesses. The company has completed more than 200 acquisitions as part of its expansion strategy. Robbins joins Pye-Barker from Baird, where he served as Managing Director in the Global Technology and Services Investment Banking Group. There, he jointly led the firm's coverage of Facility, Industrial, Residential & Environmental (FIRE) services and advised on dozens of transactions across the fire and life safety sector. His experience provides extensive knowledge of the industry's operators, business models and market dynamics. Robbins is also a long-time advocate of Ownership Works, the non-profit organisation that partnered with Pye-Barker to establish its ALL In ownership programme, which provides employees with opportunities to build wealth through ownership. Commenting on his appointment, Robbins said: "Pye-Barker is one of the few companies I've seen scale this quickly without losing what made it worth scaling in the first place. The operational rigor, the culture, the ownership - what this team has built is truly special, and I look forward to being part of its continued growth." Bart Proctor, CEO of Pye-Barker, added: "Peter has sat across the table from us, from our competitors, and from dozens of the businesses we've acquired. He understands this industry as well as anyone, but it was his commitment to the people that make this company great that truly stood out to me. "Our growth, while rapid, is also very intentional. Peter's growth philosophy matches ours perfectly, and I look forward to seeing what we accomplish together." Pye-Barker Fire & Safety is one of the largest providers of fully integrated fire protection, life safety and security services in the US. The company operates more than 250 locations nationwide, employs over 9,000 people and has been recognised as a Great Place to Work Certified organisation. It is also included in the Inc. 5000 list and ranked fourth in the SDM 100
Crocs shares rose about 2% in premarket trading on Monday after Baird upgraded the footwear maker to Outperform and raised its price target to $150 from $115. The upgrade comes despite a roughly 40% year-to-date gain in the stock. Baird cited growing confidence in a North American recovery and improving trends at the HEYDUDE brand, which could drive healthier revenue growth in the second half of 2026. The firm noted that efforts since mid-2025 to clean up inventory, reduce promotions and improve marketing are yielding results. Crocs' North American direct-to-consumer business grew 4.9% in the first quarter, its first positive growth since late 2024. Baird forecasts earnings per share of $13.55 in 2026 and $14.90 in 2027, though stronger sales and share repurchases could push earnings to $17 per share in 2027.
HealthNEXT announces inaugural gold-level Culture of Health & Wellbeing Award honoring Baird at the BHCG annual meeting in milwaukee. HealthNEXT May 21, 2026, 13:30 ET Recognition celebrates organizations redefining employee health and wellbeing as a strategic driver of performance, resilience, and long-term value creation PHILADELPHIA, May 21, 2026 /PRNewswire-PRWeb/ - HealthNEXT announced that Baird has been awarded the Gold-level HealthNEXT Culture of Health & Wellbeing Award, a distinction reserved for organizations that are approaching best-in-class levels for what a truly high-performing culture of health and wellbeing looks like in today's workforce. The HealthNEXT Culture of Health and Wellbeing Award recognizes leading employers that have moved beyond traditional programs to embed health, wellbeing, and performance into the core of their business strategy. These organizations demonstrate measurable excellence across a rigorous, evidence-based framework including leadership alignment, governance, strategic planning, benefits design, and enterprise-wide outcomes. More importantly, these efforts extend beyond the workplace. Organizations recognized by HealthNEXT are contributing to a broader "ripple effect" - strengthening families and contributing to the prosperity of communities through healthier, more engaged populations. "Today's most successful organizations understand that supporting the health and wellbeing of their workforces is the right thing to do. Additionally, it is not a cost, it's an investment with a significant return," said Dr. Ray Fabius, Co-Founder, President, and Chief Medical Officer of HealthNEXT. "Baird exemplifies what it means to operationalize that belief at scale." A Model for Modern Employer Excellence Baird's Gold-level recognition reflects sustained, measurable performance across HealthNEXT's ten pillars of a best-in-class culture of health and wellbeing. Their approach demonstrates how intentional design, disciplined execution, and leadership commitment can transform workforce health into a competitive advantage. Key differentiators contributing to Baird's recognition include: * Enterprise Integration of Health and Wellbeing: Health and wellbeing are fully embedded across leadership and day-to-day operations - positioning them as a core component of how the organization functions, not as isolated initiatives. * Strategic Stewardship of Health Investments: Baird demonstrates a disciplined, data-driven approach to managing health-related investments - balancing employee experience, health and wellbeing outcomes to achieve long-term sustainability while aligning closely with enterprise strategy. This visibility reinforces wellbeing as both a cultural priority and a strategic business lever. * Commitment to Benefits Equity: Through equitable benefits design, Baird reinforces fairness and long-term employee wellbeing - structuring healthcare premiums so lower-paid employees pay less and higher-paid employees contribute more. This ensures benefits are accessible to everyone and strengthens both culture and performance. * Executive-Led Health Governance: A dedicated Health Care Subcommittee, supported by senior leadership champions, ensures health and wellbeing remain visible, prioritized, and continuously advanced at the highest level. * Exceptional Workforce Engagement: Baird's B\Well program has achieved sustained participation rates exceeding 90%, reflecting deep employee trust, relevance, and cultural alignment. Over time, the program is shifting to foster intrinsic motivation - where employees participate because wellbeing is part of how work gets done, how teams support one another, and how people experience vitality. This evolution signals that wellbeing is no longer a program to join but a shared value embedded in daily behaviors, leadership expectations, and employee shared commitment. Collectively, these efforts position Baird among a select group of organizations that have reached a level of maturity where health and wellbeing are not just supported - but are actively driving organizational performance. "At Baird, taking care of our associates and their families is fundamental to who we are. As an employee-owned firm, we take a long-term view and investing in our associates' wellbeing helps sustain our culture and achieve great results for our clients," said Rodney Jones-Tyson, Global Chief Human Resources Officer of Baird. "We're honored to receive HealthNEXT's Gold-level Culture of Health & Wellbeing Award." About the HealthNEXT Culture of Health & Wellbeing Awards: The HealthNEXT awards recognize organizations at varying stages of maturity - Bronze through Platinum - based on measurable progress against established benchmarks. Gold-level honorees represent organizations that have achieved advanced culture of health and wellbeing and demonstrated outcomes across multiple dimensions of health and wellbeing performance. Companies interested in learning more about the HealthNEXT awards can visit www.healthnext.com. About Baird Established in 1919, Baird has more than 5,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $565 billion in client assets as of March 31, 2026. Committed to being a great place to work, Baird ranked No. 16 on the 2026 Fortune 100 Best Companies to Work For(R) list - its 23rd consecutive year on the list. For more information, please visit Baird's website at www.rwbaird.com. About HealthNEXT HealthNEXT partners with organizations to build and sustain best-in-class cultures of health and wellbeing. Through a combination of data-driven assessment, customized strategic roadmaps, and guidance from experienced Chief Medical and Health Officers, HealthNEXT delivers measurable outcomes, strong ROI, and a clear path to performance transformation. Learn more at www.healthnext.com About BHCG BHCG is a coalition of employers in Wisconsin. OncoZine serve as a collective action group for influencing health care quality and costs in its region. OncoZine pool its common efforts and purchasing power to seek a market-driven health care delivery system that includes information transparency and accountability from all stakeholders and support for consumers. Media Contact SOURCE HealthNEXT
Rockwell Automation to present at Baird's 2026 Global Consumer, Technology & Services Conference. MILWAUKEE-(BUSINESS WIRE)- Rockwell Automation, Inc. (NYSE: ROK) SVP, Intelligent Devices, Tessa Myers, and VP, Investor Relations and Market Strategy, Aijana Zellner, will present at Baird's 2026 Global Consumer, Technology & Services Conference on Tuesday, June 2, in New York. The fireside chat will be webcast beginning at approximately 10:15 a.m. EDT and will be available on the Rockwell Automation Investor Relations website at www.rockwellautomation.com/en-Rockwell Automation, Inc./investors.html. About Rockwell Automation Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. Rockwell Automation, Inc. connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to its customers in more than 100 countries as of fiscal year end 2025. To learn more about how Rockwell Automation, Inc. is bringing the Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com. Aijana Zellner Head of Investor Relations and Market Strategy +1 440-289-8439 [email protected] Ed Moreland Head of Government Affairs and Corporate Communications +1 571-296-0391 [email protected] Published May 19, 2026 About Rockwell Automation Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. Rockwell Automation, Inc. connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to its customers in more than 100 countries as of fiscal year end 2025. To learn more about how Rockwell Automation, Inc. is bringing the Connected Enterprise(R) to life across industrial enterprises, visit www.rockwellautomation.com. About the Rockwell Automation PartnerNetwork Rockwell Automation believes Rockwell Automation, Inc. is better together - and Rockwell Automation, Inc. do its part by delivering an expansive, global partner ecosystem of market-leading technology, superior support and services, and an integrated and streamlined approach to business. Succeed on an international scale by utilizing its network's breadth of innovative technologies and services that no single vendor can provide alone. To learn more about how the PartnerNetwork is helping to deliver the value of The Connected Enterprise, visit PartnerNetwork Program.
Rainbow Air Helicopter Tours again a finalist for USA Today award. Buffalo, N.Y. (WBEN) - Rainbow Air has again been named a finalist in USA Today's "10Best" poll for the nation's Best Helicopter Tour. It's the second year in a row Rainbow Air has been named a finalist for the award. Last year they placed in the top five. You can vote for Rainbow Air here. The Salvation Army has received $50,000 from The Baird Foundation for its Hope on Main project. Hope on Main is a multi-phase construction project that includes a new emergency family shelter, 160 units of affordable housing and a new community center for Buffalo's East Side. Food Truck Thursdays are back at Niagara Square starting Thursday morning at 11 until 2:30 outside City Hall. Opening day vendors include Fat Bob's, The Cheesy Chick, TCB Food Truck, Tomaso's and several more. Food Truck Thursdays will run through October 15th. To make a submission to the West Herr WBEN Buffalo Business Report, send an email to [email protected] or [email protected]. Listen to the West Herr WBEN Buffalo Business Report: