Trust Officer II

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Edward Jones in Tempe, AZ, seeks a Trust Officer II to manage trusts, estates and investment accounts and to serve as the primary relationship manager for these client relationships. You will onboard clients, review complex documents, and coordinate with advisors to ensure precise, compliant trust administration.

Ideal candidates have 5+ years in trust/estate services and certifications such as CTFA, CFP, CPA or JD, with strong communication and fiduciary skills.

Qualifications

• Proven understanding of trust principles and fiduciary duties.
• Ability to manage trust and estate accounts with accuracy.
• Strong client-facing communication and collaboration skills.

Responsibilities

• Manage trusts, estates and investment accounts and serve as primary relationship manager.
• Conduct deep discovery for asset identification and gathering.
• Onboard new client and branch relationships and maintain client, beneficiary, and team relationships.
• Interpret complex legal documents to mitigate regulatory and legal risk.
• Explain tax and estate planning concepts to beneficiaries and advisors.
• Coordinate with attorneys, CPAs, and other professionals to balance client needs.

Skills

Trust principles

Fiduciary responsibilities

Relationship management

Communication skills

Education

CTFA/CFP/CPA/JD certification

Job description

This job posting is anticipated to remain open for 30 days, from 10‑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:

TheEdwardJonesTrustCompany(EJTC) worksalongsidea client and a client's professional advisors, such as an estate attorney or tax professional. But most importantly we work along side the financial advisor and branch team in supporting their client's legacy with precision, objectivity and genuine care.Through our trust administration, discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client's intentions and values during their lifetime, and not just after death.

What You Will Do:

The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts theymanage.

Responsibilities include:

• Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relatingto the the account relationship), Edward Jones Trust Company guidelines, and federal andstate 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 trustagreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
• 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, branchteams, attorneys, CPAs and outside business professionals
• Understanding and balancing the needs of grantors, current beneficiaries and futurebeneficiaries and effectively communicating this analysis to grantors, beneficiaries, andbranch teams
• Coordinating the management and risk mitigation of special assets and real estate
• Serving on Trust Company committees, participating in business planning or otherinitiatives as requested

*This position is known internally as a Trust Advisor II

What Experience You Need:

• Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
• At least 5+ years trust, estate management, or related legal or financial servicesexperience 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;
• Ability to work in team based environment, delegate work appropriately, and lead meetings effectively
• Ability to lead client meetings with financial advisors and tax and legal professional
• 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 theclient and branch team
• Must be highly skilled in written and verbal communication (especially in the explanation ofcomplex legal matters to clients that may not have deep acumen in these complex legalmatters) and demonstrate high level of interpersonal skills

*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.

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.