Administrative Assistant II- Trust

This job posting is anticipated to remain open for 30 days, from 15-Oct-2026. The posting may close early due to the volume of applicants.

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.

At Edward Jones, trust is the foundation of every client relationship. As the Administrative Assistant supporting the General Partner of the Trust Company, you will play a critical role in supporting the leadership, operations, and strategic priorities of a business dedicated to delivering exceptional fiduciary and trust services.

This highly visible role requires an exceptional service mindset, professionalism, and sound judgment. You will serve as a trusted partner to senior leadership, managing complex schedules, coordinating meetings and events, facilitating communications, and supporting key initiatives that help ensure the efficient operation of the Trust Company.

The ideal candidate is highly organized, proactive, and skilled at managing competing priorities while handling sensitive business and client-related information with discretion. If you are passionate about delivering exceptional service and thrive in a fast-paced, collaborative environment, this is an opportunity to make a meaningful impact within a growing and dynamic Trust organization.

Key Responsibilities

• Provide comprehensive administrative support to the General Partner of the Trust Company and Trust Department leadership team, helping drive day-to-day business priorities and operational effectiveness.
• Manage complex executive calendars, coordinate internal and external meetings, and proactively resolve scheduling conflicts to maximize leadership effectiveness.
• Coordinate domestic and international travel arrangements, including itineraries, accommodations, transportation, and travel-related changes.
• Prepare agendas, presentations, reports, meeting materials, and supporting documentation for leadership meetings, Trust Company business reviews, governance activities, and strategic planning sessions.
• Support the coordination and execution of leadership meetings, department events, and Trust Company initiatives, ensuring effective communication and follow-up on key action items.
• Submit, reconcile, and track expense reports while ensuring compliance with firm policies and maintaining accurate documentation.
• Assist with budget tracking, invoice processing, reporting, and other administrative financial activities supporting Trust Department operations.
• Support the development and distribution of department communications, leadership updates, presentations, and announcements.
• Partner with stakeholders across Trust, Legal, Compliance, Operations, and Wealth Management teams to facilitate effective communication and execution of business priorities.
• Maintain confidentiality and exercise sound judgment while handling sensitive client, fiduciary, regulatory, and business information.
• Support special projects and administrative processes that enhance operational efficiency and service excellence within the Trust Company.
• High School Diploma or equivalent required.
• 5-8 years of administrative support experience, preferably supporting senior leaders or executives.
• Strong organizational skills with the ability to prioritize competing priorities and manage multiple tasks effectively.
• Self-motivated with the ability to work independently and exercise sound judgment with limited supervision.
• Excellent verbal and written communication skills.
• Demonstrated commitment to delivering exceptional customer service and building strong professional relationships.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, OneNote, SharePoint, and Adobe Acrobat Professional.
• Proven ability to handle confidential and sensitive information with discretion and professionalism.
• Preferred Qualifications
• Experience supporting leaders within 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.
• Work Location
• Candidates who reside within a commutable distance of our Tempe, AZ or St. Louis, MO home office locations are expected to work in the office four days per week.

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

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.

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.