Senior Trust Officer - Estates & Fiduciary Services
Edward Jones
Edward Jones in Tempe, AZ is seeking a Trust Officer (Trust Advisor II) to manage trusts, estates and investment accounts and serve as the primary relationship manager for these accounts. Responsibilities include deep discovery, onboarding clients, reviewing complex legal documents, explaining tax/estate planning concepts, coordinating risk with teams, and leading client meetings with advisors and professionals. This role requires strong written and verbal communication and team leadership. #J-18808-Ljbffr Edward Jones
Vacancy posted 2 days ago
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