Trust Officer

Team Overview Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The Senior Trust Specialist supports the Client Service Team in the onboarding and ongoing relationship, trust and investment management of all Trust Company account types. The individual will work closely with Trust Consultants, Trust officers, Portfolio Managers, Special Assets teams, vendors, clients and Edward Jones branch teams and will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients. What You Will Do Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards. Deep discovery for asset identification, asset gathering and analysis. Onboarding new client and branch relationships; developing, strengthening, and retaining client, beneficiary and branch team relationships. Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk. Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience. Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors. Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals. Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams. Coordinating the management and risk mitigation of special assets and real estate. Serving on Trust Company committees, participating in business planning or other initiatives as requested. What Experience You Need Bachelor's degree required or equivalent training, certification or work experience. 3+ years of trust, estate management, or related legal or financial services experience required. Substantial progress toward professional certification, such as CTFA, CFP strongly preferred. Knowledge of trust principles, including fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required. Demonstrated ability to balance compliance, legal, and business decisions. Ability to work in a team based environment, delegate work appropriately, and lead meetings effectively. Ability to use trust accounting system, Microsoft products and other automation tools. What Could Set You Apart CTFA and/or CFP designation. This position is known internally as a Trust Advisor I. Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week. Benefits Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. #J-18808-Ljbffr Edward Jones