Legal professional assisting in judicial and administrative support for sanitation operations in Brazil. Involves contract analysis, document preparation, and compliance adherence.
About the role
- Associate Trust Counsel managing and overseeing unique assets in client accounts at Baird. Acting as a liaison between Baird Trust and third-party vendors related to unique assets.
Responsibilities
- Manage and oversee all aspects of unique asset administration, including asset acceptance, onboarding, custody, valuation, pricing, reporting, risk monitoring, and related operational workflows
- 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 exceptions, investigate issues, and escalate unresolved matters through appropriate governance and risk management channels
- Serve as a subject matter expert and technical resource for Baird Trust associates on unique asset administration, fiduciary controls, risk management practices, and closely held entities
- Manage third-party vendor relationships related to unique assets, including appraisers, property managers, and other service providers
- Lead, mentor, and develop associates within the Unique Asset Group by providing coaching, feedback, and professional development opportunities
Requirements
- Four (4) year undergraduate degree and a Juris Doctorate (JD) degree
- 5+ years’ experience managing/overseeing unique assets (related to trust and estate administration a plus)
- Legal expertise and experience in fiduciary and trust law related to unique assets
- Knowledge and experience with drafting, interpreting, revising contracts, agreements, valuations, and deeds
- Experience overseeing real estate property maintenance
- Knowledge of principal and income accounting
- Experience with Microsoft Office Suite of products (Excel, PowerPoint, Word, Outlook, Access)
Benefits
- Competitive salary
- Health insurance
- Retirement plans
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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