Estate Settlement Trust Officer

4 weeks ago

Saint Louis, United States Edward Jones Full time
Job DescriptionYour passion. Our purpose. This could be powerful.

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:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services.

What You Will Do:
The Estate Settlement Trust Officer is responsible for the administration of trusts, estates and investment management accounts.
As an Estate Settlement Trust Officer, your responsibilities will include:
  • Daily management of probate and estate settlement trust administration in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts relating to the account relationship.
  • Onboarding and closing of accounts; including asset identification, asset gathering and analysis in a high-volume environment.
  • Developing, strengthening, and retaining client, beneficiary, client team relationships.
  • Reviewing, understanding, and interpreting trust agreements, wills, contracts and other estate planning documents to limit regulatory and legal risk.
  • Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience.
  • Discussing and explaining complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors.
  • Serving on Trust Company committees, participating in business planning or other initiatives as requested.
  • Working with internal resources to manage special assets and real estate, including the inventory, appraisal and sale or transfer thereof.
  • Researching various laws including statutory requirements, probate rules, and court requirements and applying knowledge of these laws to unique circumstances.
  • Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies.


At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $70659
Hiring Maximum: $116516

Skills/Requirements

What Experience You Will Need:
  • Bachelor's degree required.
  • At least 3 years trust and estate administration, or related legal or financial services experience required.
  • Knowledge of trust administration principles, estate planning principles, taxes, and investment principles required.
  • Strong written and verbal communication (especially in complex matters) and demonstrate high level of interpersonal skills.

What Could Set You Apart:
  • CTFA, J.D., CFP, CPA, or substantial progress toward professional certification strongly preferred.
  • Advanced ability to manage real estate, TPP, and other unique assets and identify and mitigate risks related to those assets.
  • Comprehensive knowledge of regulations and applicable laws, probate procedures, tax planning and wealth-transfer strategies.
  • 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 use trust accounting system, Microsoft products and other automation tools.
  • Ability to effectively train, delegate and follow up with others who provide service to the client and branch team; Demonstrated advanced organization skills are essential.

*Candidates that live within in 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.

Awards & Accolades

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.

#LI-HO

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