Operations Team Generalist - Trust

Edward Jones; Tacoma (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

Edward Jones seeks a detail‑oriented professional to support trust account management, beneficiary servicing, and transaction processing. You will coordinate activities, maintain records, and ensure high levels of client service across the US and Canada.

The role requires 2+ years in financial services, teamwork, and the ability to travel between North and South Campus. A bachelor’s degree or equivalent experience is preferred, with opportunities to mentor colleagues and drive process

Qualifications

• 2+ years of experience in a financial services environment
• Bachelor's degree or relevant work experience

Responsibilities

• Execute and coordinate operational activities supporting trust account management and beneficiary servicing.
• Handle account maintenance, record keeping, reporting, and transaction processing with accuracy and high service levels.
• Perform multiple operations functions within a team, ensuring proficiency across roles and meeting performance standards.
• Act as a team resource, adjusting to volume, staffing, and team needs.
• Participate in and/or lead special projects, train associates, mentor others, and implement process improvements.

Skills

Attention to detail

Team collaboration

Travel readiness

Education

Bachelor's degree or equivalent work experience

Job description

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.

What you will do:

• Responsible for executing and coordinating operational activities that support trust account management, beneficiary servicing, account maintenance, record keeping, reporting, and transaction processing. Team members help ensure that trust‑related activities are completed accurately while delivering a high level of service to clients and business partners.
• Responsible for performing multiple operations functions (i.e. processing, service, reconciliation) on a team within the department based on a comprehensive understanding of the work.
• Within that role, he or she must be proficient at each of the roles, knowing both how and why the work is performed, and must be able to meet regular performance standards for each role.
• Serve as a team resource, filling whatever needs exist based on volume, staffing variations, and overall team needs.
• Participate in and/or lead special projects, both inside and outside of the department, assist with the training of associates, serve as mentor/coach to less skilled associates, serve as workflow coordinator on occasion and identify as well as implement process improvements.
• Will require travel between North and South Campus

What experience you need:

• 2+ years of experience in a financial services environment required (i.e. brokerage, banking, insurance, etc.).

What will set you apart:

• A bachelor's degree or relevant work experience

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.