Opportunity Overview
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- Estate Settlement 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:
As a Senior Trust Specialist, you will:
- Deliver excellent client service to Financial Advisors, clients, and internal associates.
- Own the completion of work related to the administration of accounts so the Trust Company fulfills its fiduciary duties and protects its reputation, while mitigating risk.
- Support Trust Officers, Portfolio Managers and other the Trust Company and firm associates in the administration of accounts.
- Develop and maintain knowledge required for administering accounts managed by the Trust Company.
- Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients.
- Partner and collaborate with various areas of the Trust Company to execute client service model
Position Requirements
What Experience You Need:
- High school degree required
- Minimum 1 year of trust, estate administration, or financial services experience required
- 2+ years client service experience
- Skilled in written and verbal communication and demonstrates a high level of interpersonal skills
- Skilled in organization and time management with the ability to manage and prioritize multiple tasks at once
- Basic analytical skills to research issues and apply appropriate solutions
- Successful working in a fast paced, cross-functional team-based environment
What Could Set You Apart:
- Bachelor’s degree
- Associate degree or related professional degree strongly preferred
- Estate Settlement experience
- Moderate to advanced Excel and other technical skills
- Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
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.
Company Description
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.
Awards and Accolades
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
EEO Statement
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.
Salary Information
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.