Senior Trust Specialist

Edward Jones

3d

About The Position

The Senior Trust Specialist supports Edward Jones Trust Company’s Client Service–Estate Settlement team in onboarding and ongoing relationship, trust, and investment management for all Trust Company account types. The role works closely with Trust Consultants, Trust Officers, Portfolio Managers, Special Assets teams, vendors, clients, and Edward Jones branch teams. It helps deliver excellent service to clients and branches while maintaining fiduciary and regulatory standards and enhancing the experience of trust clients.

The position administers accounts, supports Trust Officers, Portfolio Managers, and other associates, and develops the knowledge needed to administer accounts managed by the Trust Company. It also contributes to departmental objectives, projects, and initiatives and collaborates across the Trust Company to execute the client service model. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home office locations are expected to work in the office four days per week.

Requirements

• High school degree required.
• At least 1 year of trust, estate administration, or financial services experience required.
• At least 2 years of client service experience.
• Skilled in written and verbal communication, with 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.
• Ability to work successfully in a fast-paced, cross-functional, team-based environment.

Nice To Haves

• 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.

Responsibilities

• Deliver excellent client service to Financial Advisors, clients, and internal associates.
• Own the completion of account-administration work to fulfill the Trust Company’s fiduciary duties, protect its reputation, and mitigate risk.
• Support Trust Officers, Portfolio Managers, and other Trust Company and firm associates in account administration.
• Develop and maintain the knowledge required to administer accounts managed by the Trust Company.
• Contribute to departmental objectives, projects, and initiatives to better serve branch teams and clients.
• Partner and collaborate with various areas of the Trust Company to execute the client service model.

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 on 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: Senior
• Education Level: High school or GED