Administrative Assistant II- Trust

Edward Jones

1d • Hybrid

About The Position

Edward Jones is seeking an Administrative Assistant to support the General Partner of the Trust Company and the Trust Department leadership team. This highly visible role supports leadership, daily operations, and strategic priorities for the Trust Company. The successful candidate will provide professional, proactive service; manage complex scheduling and coordination; support meetings and initiatives; and handle sensitive client, fiduciary, regulatory, and business information with discretion. The role partners with stakeholders across Trust, Legal, Compliance, Operations, and Wealth Management to support effective communication and execution of business priorities.

Candidates residing within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

• High school diploma or equivalent.
• 5–8 years of administrative support experience.
• Strong organizational skills and ability to prioritize competing priorities and manage multiple tasks effectively.
• Self-motivated, able to work independently, and able to exercise sound judgment with limited supervision.
• Excellent verbal and written communication skills.
• Commitment to exceptional customer service and building strong professional relationships.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, OneNote, SharePoint, and Adobe Acrobat Professional.
• Ability to handle confidential and sensitive information with discretion and professionalism.

Nice To Haves

• Administrative support experience with senior leaders or executives.
• Experience supporting leaders in a Trust Company, Trust Department, Wealth Management, Banking, or Financial Services environment.
• Experience coordinating executive meetings, travel arrangements, communications, and special events.
• Familiarity with budget tracking, expense management, invoice processing, and administrative financial reporting.
• Experience supporting governance, board, committee, or fiduciary-related meetings.
• Ability to anticipate leadership needs, manage competing priorities, and adapt to changing business demands.

Responsibilities

• Provide comprehensive administrative support to the General Partner of the Trust Company and Trust Department leadership team.
• Manage executive calendars, coordinate internal and external meetings, and proactively resolve scheduling conflicts.
• Coordinate domestic and international travel, including itineraries, accommodations, transportation, and changes.
• Prepare agendas, presentations, reports, meeting materials, and supporting documentation for leadership meetings, business reviews, governance activities, and strategic planning sessions.
• Coordinate and execute leadership meetings, department events, and Trust Company initiatives, including communication and follow-up on action items.
• Submit, reconcile, and track expense reports in accordance with firm policies and maintain accurate documentation.
• Assist with budget tracking, invoice processing, reporting, and other administrative financial activities.
• Support development and distribution of department communications, leadership updates, presentations, and announcements.
• Partner with stakeholders across Trust, Legal, Compliance, Operations, and Wealth Management to facilitate communication and execution of business priorities.
• Handle sensitive client, fiduciary, regulatory, and business information confidentially and with sound judgment.
• Support special projects and administrative processes that improve operational efficiency and service excellence.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Potential bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED