Job Description
This job posting is anticipated to remain open for 30 days, from 10-Sep-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
The Edward Jones Trust Company (EJTC) works alongside a client and a client's professional advisors, such as an estate attorney or tax professional. But most importantly we work along side the financial advisor and branch team in supporting their client's legacy with precision, objectivity and genuine care. Through our trust administration, discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client's intentions and values during their lifetime, and not just after death.
What You Will Do:
The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts they manage.
Responsibilities include:
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 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
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 *This position is known internally as a Trust Advisor II
What Experience You Need:
Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
At least 5+ years trust, estate management, or related legal or financial services experience required
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 team based environment, delegate work appropriately, and lead meetings effectively
Ability to lead client meetings with financial advisors and tax and legal professional
Ability to use trust accounting system, Microsoft products and other automation tools
Ability to effectively train, delegate and informally lead others who provide service to the client and branch team
Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills *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.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . 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 .
Job Tags
Temporary work, Work at office, Home office, Flexible hours