Trust Officer II

The Edward Jones Trust Company (EJTC) works alongside a client and a client’s professional advisors, such as an estate attorney or tax professional. But most importantly we work along side the financial advisor and branch team in supporting their client’s legacy with precision, objectivity and genuine care.  Through our trust administration, discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client’s intentions and values during their lifetime, and not just after death.

The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts they manage.

Responsibilities include:

• Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relating to the the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards 

• Deep discovery for asset identification, asset gathering and analysis

• Onboarding new client and branch relationships; developing, strengthening, and retaining client, beneficiary and branch team relationships

• Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk

• Discussing and explaining tax and estate planning concepts and trust terms with  beneficiaries and financial advisors

• Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals

• Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams

• Coordinating the management and risk mitigation of special assets and real estate

• Serving on Trust Company committees, participating in business planning or other initiatives as requested

*This position is known internally as a Trust Advisor II

What Experience You Need:

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

• At least 5+ years trust, estate management, or related legal or financial services experience required

• Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required

• Demonstrated ability to balance compliance, legal, and business decisions;

• Ability to work in team based environment, delegate work appropriately, and lead meetings  effectively

• Ability to lead client meetings with financial advisors and tax and legal professional

• Ability to use trust accounting system, Microsoft products and other automation tools

• Ability to effectively train, delegate and informally lead others who provide service to the client and branch team

• Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills

*Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.