Estate Settlement Trust Officer

Edward Jones; Tempe (AZ); On-site; USD 85,000 - 115,000; Full time

Job summary

Edward Jones Trust Company is seeking an Estate Settlement Trust Officer (Trust Advisor I) to oversee probate and estate settlement trust administration and act as the primary relationship manager for these accounts. You will onboard and close accounts, analyze assets in a high-volume setting, and work with financial advisors to deliver an exceptional client experience.

Requirements include a Bachelor's degree and 3+ years in trust/estate administration, with strong knowledge of trust law,

Qualifications

• Bachelor's degree required or equivalent training, certification or work experience.
• Knowledge of trust administration principles, estate planning principles, taxes, and investment principles.
• Strong written and verbal communication and interpersonal skills.
• Ability to train, delegate and follow up with others providing client service.

Responsibilities

• Daily management of probate and estate settlement trust administration per guidelines.
• Onboarding and closing of accounts; asset identification and analysis in high-volume environments.
• Developing and retaining client, beneficiary, and team relationships.
• Reviewing trust agreements, wills, contracts to mitigate risk.
• Partnering with financial advisors to understand client needs and deliver excellent service.
• Explaining complex tax and estate planning concepts to beneficiaries and advisors.
• Serving on committees and contributing to business planning as requested.
• Managing special assets and real estate including inventory, appraisal, sale or transfer

Skills

Trust administration

Estate planning

Communication

Regulatory compliance

Team collaboration

Education

Bachelor's degree

Job description

This job posting is anticipated to remain open for 30 days, from 02-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview:

Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. Teams are responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and deliveringthe clientexperience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

What You Will Do:

The Estate Settlement Trust Officer is responsible for the administration of trusts, estates and investment management accounts and serves as the primary relationship manager for these accounts.

As an Estate Settlement Trust Officer, your responsibilities will include:

• Daily management of probate and estate settlement trust administration in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts relating to the account relationship.
• Onboarding and closing of accounts; including asset identification, asset gathering and analysis in a high-volume environment.
• Developing, strengthening, and retaining client, beneficiary, client team relationships.
• Reviewing, understanding, and interpreting trust agreements, wills, contracts and other estate planning documents to limit regulatory and legal risk.
• Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience.
• Discussing and explaining complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors.
• Serving on Trust Company committees, participating in business planning or other initiatives as requested.
• Working with internal resources to manage special assets and real estate, including the inventory, appraisal and sale or transfer thereof.
• Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams;
• Managing client service with other Trust Company and operations associates, branch teams, attorneys, CPAs and outside business professionals;
• Researching various laws including statutory requirements, probate rules, and court requirements and applying knowledge of these laws to unique circumstances.
• Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies.

This position is known internally as a Trust Advisor I

What Experience You Need:

• Bachelor's degree required or equivalent training, certification or work experience.
• 3 years+ trust and estate administration, or related legal or financial services experience required.
• Knowledge of trust administration principles, estate planning principles, taxes, and investment principles required.
• Strong written and verbal communication (especially in complex matters) and demonstrate high level of interpersonal skills.
• Ability to effectively train, delegate and follow up with others who provide service to the client and branch team
• Demonstrated advanced organization skills are essential.

What Could Set You Apart:

• CTFA, J.D., CFP, CPA, or substantial progress toward professional certification strongly preferred.
• Advanced ability to manage real estate, TPP, and other unique assets and identify and mitigate risks related to those assets.
• Comprehensive knowledge of regulations and applicable laws, probate procedures, tax planning and wealth-transfer strategies.
• 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 use trust accounting system, Microsoft products and other automation tools.

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.

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1).