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First Trust Company Jobs (NOW HIRING)

Baird

Trust Strategist and Legal Assistant

Seattle, WA · On-site

$56K - $72K/yr

Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class ... trust company clients including working with financial advisors and their staff to help them ...

WSFS Bank

Senior Trust Tax Accountant

Wilmington, DE · On-site

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Demonstrate and promote the mission, values, and client-first culture of Bryn Mawr Trust. Minimum ...

Wsfsbank

Senior Trust Tax Accountant

Wilmington, DE · On-site

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Demonstrate and promote the mission, values, and client-first culture of Bryn Mawr Trust. Minimum ...

Wsfsbank

Senior Trust Tax Accountant

Wilmington, DE · On-site

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... Demonstrate and promote the mission, values, and client-first culture of Bryn Mawr Trust. Minimum ...

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$11K

$124.8K

$206K

How much do first trust company jobs pay per year?

As of Aug 16, 2026, the average yearly pay for first trust company in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

What is the difference between First Trust Company vs Investment Analyst?

AspectFirst Trust CompanyInvestment Analyst
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusUsually requires a bachelor's degree; CFA or similar certifications are common but not mandatory
Work EnvironmentFinancial institutions, asset management firms, or trust companies; office settingInvestment firms, banks, or asset management companies; office setting with research and analysis tasks
Employer & Industry UsageUsed by trust companies managing client assets and financial services firmsCommonly employed by investment firms, banks, and asset management companies for research and portfolio analysis

While both roles involve finance and require similar educational backgrounds, First Trust Company focuses on managing client assets and trust services, whereas Investment Analysts primarily conduct research and analysis to support investment decisions. The roles often overlap in skills and work environment but differ in specific responsibilities and focus areas.

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First Trust Company jobs near you
Infographic showing various First Trust Company job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $124,835 per year, or $60 per hour.

Trust Strategist and Legal Assistant

Baird

Seattle, WA • On-site

$56K - $72K/yr

Full-time

Re-posted 4 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird Trust is growing by introducing Baird financial advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial advisor and client's initial experience with Baird Trust is smooth.
The Impact You'll Make:
  • Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support
  • Assist with pre-acceptance and onboarding of new trust company clients including working with financial advisors and their staff to help them understand trust company processes to ensure a smooth experience
  • Assist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist team
  • Serve as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issues
  • Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries
  • Compose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies
  • Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements
  • Coordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer
  • Prepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadership
  • Establish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment database
  • Perform other duties and projects as assigned

What You'll Bring to Baird:
  • High school diploma required, Bachelor's degree or Paralegal certification preferred
  • Experience in Word, Excel, and PowerPoint
  • 2-3 experience of administrative assistant in securities-related industry preferred
  • Experience in project management for both long- and short-term projects

Compensation and Benefits:
  • $56,100 -$72,000 annual salary range
  • Bonus potential up to 8.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • Check out our Total Rewards at Baird , which is a summary of our benefits and compensation

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