Senior Trust Specialist

Edward Jones; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical & Prescription Drug

Dental

Vision

Voluntary Benefits

Disability Insurance

Life Insurance

401k retirement plan

HSA / FSA

Paid holidays & vacation

Volunteer days

Job summary

Edward Jones in Tempe, AZ is seeking a Senior Trust Specialist to support the Client Service- Estate Settlement team, handling onboarding and ongoing trust and investment management while upholding fiduciary and regulatory standards. You will collaborate with Trust Consultants, Trust Officers, Portfolio Managers, and branch teams to deliver excellent service to clients and advisors, while mitigating risk.

A high school diploma and 1+ year in trust or financial services are required, with

Qualifications

• High school degree required.
• Minimum 1 year of trust, estate administration, or financial services experience required.
• 2+ years client service experience.
• Strong written and verbal communication and interpersonal skills.
• Strong organizational and time management skills; ability to prioritize multiple tasks.
• Basic analytical skills to research issues and apply solutions.
• Experience in a fast-paced, cross-functional team-based environment.

Responsibilities

• Deliver excellent client service to Financial Advisors, clients, and internal associates.
• Own the completion of work related to the administration of accounts so the Trust Company fulfills fiduciary duties and protects its reputation, while mitigating risk.
• Support Trust Officers, Portfolio Managers and other Trust Company and firm associates in the administration of accounts.
• Develop and maintain knowledge required for administering accounts managed by the Trust Company.
• Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients.
• Partner and collaborate with various areas of the Trust Company to execute client service model

Skills

Client service

Communication

Organization

Time management

Analytical thinking

Team collaboration

Education

High school diploma

Bachelor's degree

Associate degree

Tools

Excel

Financial software

Job description

This job posting is anticipated to remain open for 30 days, from 29-Sep-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.

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.

The Senior Trust Specialist supports the Client Service- Estate Settlement team in the onboarding and ongoing relationship, trust and investment management of all Trust Company account types. The individual will work closely with Trust Consultants, Trust Officers, Portfolio Managers, Special Assets teams, vendors, clients and Edward Jones branch teams and will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients.

What You will Do:

• Deliver excellent client service to Financial Advisors, clients, and internal associates.
• Own the completion of work related to the administration of accounts so the Trust Company fulfills its fiduciary duties and protects its reputation, while mitigating risk.
• Support Trust Officers, Portfolio Managers and other the Trust Company and firm associates in the administration of accounts.
• Develop and maintain knowledge required for administering accounts managed by the Trust Company.
• Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients.
• Partner and collaborate with various areas of the Trust Company to execute client service model

What Experience You Need:

• High school degree required
• Minimum 1 year of trust, estate administration, or financial services experience required
• 2+ years client service experience
• Skilled in written and verbal communication and demonstrates a high level of interpersonal skills
• Skilled in organization and time management with the ability to manage and prioritize multiple tasks at once
• Basic analytical skills to research issues and apply appropriate solutions
• Successful working in a fast paced, cross-functional team-based environment

What Could Set You Apart:

• Bachelor's degree
• Associate degree or related professional degree strongly preferred
• Estate Settlement experience
• Moderate to advanced Excel and other technical skills
• Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles

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

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.

Benefits:

• 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.