Trust Officer

Edward Jones

10d

About The Position

Edward Jones Trust Company provides trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The Trust Officer manages trusts, estates, and investment management accounts and serves as the primary relationship manager for those accounts. The role works with clients, beneficiaries, Financial Advisors, branch teams, internal stakeholders, attorneys, CPAs, and other outside professionals to deliver client service and manage fiduciary relationships. The position is known internally as Trust Advisor I.

The role involves administering accounts under governing instruments, company guidelines, and federal and state fiduciary standards; reviewing complex legal documents; identifying and gathering assets; explaining trust, tax, and estate-planning concepts; and balancing the needs of current and future beneficiaries while managing legal and regulatory risk. The Trust Officer also contributes to committees, business planning, and other initiatives as requested.

For candidates within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices, the stated in-office expectation is three days per week before June 1, 2026, with a preference for Tuesday through Thursday, and four days per week effective June 1, 2026.

Requirements

• Bachelor’s degree, or equivalent training, certification, or work experience.
• At least 3 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.
• Demonstrated ability to manage competing priorities resulting from a high account load.
• Advanced organizational skills.
• Highly skilled written and verbal communication, especially explaining complex legal matters to clients without deep expertise in those matters.
• High level of interpersonal skills.

Nice To Haves

• Substantial progress toward a professional certification such as CTFA or CFP.
• Experience administering trust-owned IRAs.
• Ability to work in a team-based environment, delegate work appropriately, and lead meetings effectively.
• Ability to use a trust accounting system, Microsoft products, and other automation tools.
• Ability to effectively train, delegate, and informally lead others who provide service to clients and branch teams.

Responsibilities

• Manage trust accounts daily 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, including trust agreements, wills, powers of attorney, and other contracts, to limit regulatory and legal risk.
• Partner with Financial Advisors to understand clients’ needs and deliver a positive client experience.
• 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 other outside business professionals.
• Balance the needs of grantors, current beneficiaries, and future beneficiaries, and communicate the analysis effectively to them and to branch teams.
• 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.

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 provided at no cost
• Basic life and AD&D coverage provided at no cost
• 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