Trust Officer II

Edward Jones

7d

About The Position

The Trust Officer II manages trusts, estates, and investment management accounts and serves as the primary relationship manager for the accounts they manage. The role supports clients’ legacy planning through trust administration, discretionary investment management, estate settlement, and complex asset management, working with financial advisors, branch teams, beneficiaries, and outside professionals.

The position requires administering accounts according to governing instruments, Edward Jones Trust Company guidelines, and federal and state fiduciary standards. It involves identifying and analyzing assets, onboarding and retaining client and branch relationships, interpreting legal documents, explaining tax and estate-planning concepts, balancing the interests of grantors and beneficiaries, and coordinating special assets and real estate. The role may also involve committee service, business planning, and other initiatives.

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

Requirements

• At least 5 years of trust, estate management, or related legal or financial services experience.
• Knowledge of trust principles, including fiduciary responsibilities, gifting, trust management, estate planning, taxes, and investment principles.
• Demonstrated ability to balance compliance, legal, and business decisions.
• Ability to work in a team-based environment, delegate work appropriately, and lead meetings effectively.
• Ability to lead client meetings with financial advisors and tax and legal professionals.
• Ability to use a trust accounting system, Microsoft products, and other automation tools.
• Strong written and verbal communication skills, particularly the ability to explain complex legal matters to clients without deep familiarity with them.
• Strong interpersonal skills.

Nice To Haves

• Professional certification such as CTFA, CFP, CPA, or JD is strongly preferred.

Responsibilities

• Manage trust accounts in accordance with governing instruments, Edward Jones Trust Company guidelines, and federal and state fiduciary standards.
• Conduct discovery to identify, gather, and analyze assets.
• Onboard new client and branch relationships and develop, strengthen, and retain relationships with clients, beneficiaries, and branch teams.
• Review, understand, and interpret complex legal documents to limit regulatory and legal risk.
• Discuss and explain tax and estate-planning concepts and trust terms to beneficiaries and financial advisors.
• Coordinate client service with Trust Company and Operations associates, branch teams, attorneys, CPAs, and outside business professionals.
• Balance the needs of grantors, current beneficiaries, and future beneficiaries, and communicate the analysis to relevant parties.
• Coordinate the management and risk mitigation of special assets and real estate.
• Serve on Trust Company committees and participate in business planning or other initiatives as requested.
• Lead client meetings with financial advisors and tax and legal professionals.
• Train, delegate work to, and informally lead others who provide service to clients and branch teams.

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 at no cost to associates
• Basic life and basic AD&D coverage at no cost to associates
• 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 eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed