Trust Officer

Edward Jones; Tempe (AZ); Presencial; USD 85 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical and prescription drug benefits

Dental and vision coverage

Paid holidays and vacation

Resumo da oferta

Edward Jones Trust Company seeks a Trust Advisor I to manage trust accounts, identify assets, onboard clients, and interpret complex legal documents within fiduciary standards.

The role emphasizes collaboration with Financial Advisors, risk-aware decision making, and effective communication of tax and estate concepts to beneficiaries and clients.

Qualificações

• Bachelor's degree required or equivalent training, certification or work experience.
• At least 3+ years of trust, estate management, or related legal or financial services experience.
• Knowledge of trust principles, including fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles.
• Demonstrated ability to balance compliance, legal, and business decisions.
• Demonstrated ability to manage competing priorities resulting from a high account load.
• Advanced organizational skills are required.
• Must be highly skilled in written and verbal communication and demonstrate high level of interpersonal skills.

Responsabilidades

• Daily management of trust accounts in accordance with governing instrument, guidelines, and fiduciary standards.
• Deep discovery for asset identification, asset gathering and analysis.
• Onboarding new client and branch relationships; developing and retaining client, beneficiary and branch team relationships.
• Reviewing, understanding, and interpreting complex legal documents to limit regulatory and legal risk.
• Partnering with financial advisors to understand clients' needs and deliver an excellent client experience.
• 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 professionals.
• Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and communicating these analyses.
• Coordinating the management and risk mitigation of special assets and real estate.
• Serving on Trust Company committees and participating in business planning.

Conhecimentos

Written communication

Verbal communication

Interpersonal skills

Advanced organizational skills

Prioritization

Team collaboration

Leadership

Formação académica

Bachelor's degree or equivalent training

Ferramentas

Trust accounting system

Microsoft Office

Automation tools

Descrição da oferta de emprego

This job posting is anticipated to remain open for 30 days, from 14-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.

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

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 delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

What You Will Do:

• 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 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.
• Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience.
• 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 Trust Advisor I.

What Experience You Will Need:

• Bachelor's degree required or equivalent training, certification or work experience.
• At least 3+ years of 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.
• Demonstrated ability to manage competing priorities resulting from a high account load.
• Advanced organizational skills are required.
• 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.

What Could Set You Apart:

• Substantial progress toward professional certification, such as CTFA, CFP strongly preferred.
• Experience administering trust owned IRAs.
• 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.
• Ability to effectively train, delegate and informally lead others who provide service to the client and branch team.

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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.