Unique Asset Specialist

2 weeks ago

St Louis, United States Edward Jones Full time

Your 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: Our Edward Jones Trust Company team manages unique asset holdings, end to end (pre-acceptance review, ongoing maintenance, and sales/conveyances). Unique assets may include, but are not limited to, mineral/oil/gas interests, promissory notes, closely held business interests, loans, vehicles, collections or collectibles, and tangible personal property owned by a trust under EJTC's administration. What You'll Do: As a Unique Asset Specialist, you will be responsible for managing multiple portfolios, including real estate and other unique assets, by managing transactions through appropriate third -party relationships for clients across the United States. Here are a few of the key responsibilities you will be a part of: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable. Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties. Conducting periodic asset reviews as required by regulation, policy, or procedure. Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals. Supporting measurements tracking and reporting to leadership. 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'll Need: College Degree strongly preferred. Certifications, licenses, or experience in unique assets management required. 5+ years' experience in unique asset/fiduciary-related work, including : Advanced knowledge of at least one asset class required (i.e., oil and gas, closely held businesses, promissory notes, etc.). Significant experience managing vendor relationships and accompanying SLAs. Knowledge of fiduciary principles and basic ability to interpret trust and other estate planning documents. What Could Set You Apart : Property Management Experience Real Estate Knowledge and Experience (reviewing contracts, sales, closing transactions, etc.) * 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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