Estate & Trust Settlement Advisor

Edward Jones; St. Louis (MO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Flexible spending account

Job summary

Edward Jones in the United States is seeking an Estate Settlement Trust Officer to oversee probate, estate administration, and investment accounts, serving as primary relationship manager for these clients.

You will onboard and close accounts, review trust documents, and collaborate with financial advisors to provide a compliant, high‑quality client experience.

Candidates should have a Bachelor's degree, 3+ years in trust administration, and strong communication and organizational skills.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Training & delegation

Organization

Trust administration

Estate planning

Taxes & investments

Education

Bachelor’s degree or equivalent

Tools

Trust accounting system

Microsoft Office

Job description

Edward Jones in the United States is seeking an Estate Settlement Trust Officer to oversee probate, estate administration, and investment accounts, serving as primary relationship manager for these clients.

You will onboard and close accounts, review trust documents, and collaborate with financial advisors to provide a compliant, high‑quality client experience.

Candidates should have a Bachelor's degree, 3+ years in trust administration, and strong communication and organizational skills.