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Senior Trust Specialist
3 months ago
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
Team Overview:
The Senior Trust Specialist position is part of the Trust Administration Team and will be responsible for providing total support of the Administration and Investments teams. The individual will work closely with clients, trust officers, portfolio managers, vendors, and Edward Jones branch teams. In addition, the trust specialist 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:
As a Senior Trust Specialist, you will:
- 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
- This is a hybrid or on-site role. Candidates are required to be on-site in either the St. Louis or Tempe, AZ offices 3 or more times per week.
Hiring Minimum: $52080
Hiring Maximum: $85880
Skills/Requirements
What Experience You Need:
- High school degree required. Associate degree or related professional degree strongly preferred
- Minimum 1 year of trust or estate administration experience.
- 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.
- Ability to work on-site at either the St. Louis, MO or Tempe, AZ headquarters 2 or more days per week.
- Bachelor's degree
- Moderate to advanced Excel and other technical skills
- Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
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
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
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