Senior Trust Specialist
4 days ago
We are seeking a highly skilled Senior Trust Specialist to join our team at Edward Jones. As a Senior Trust Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.
Key Responsibilities- Deliver outstanding client service and support to Financial Advisors and clients
- Own the completion of work related to the administration of accounts, ensuring the Trust Company fulfills its fiduciary duties and protects its reputation
- Support Trust Officers, Portfolio Managers, and other Trust Company 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 to better serve branch teams and clients
- Partner and collaborate with various areas of the Trust Company to execute client service models
- High school degree required
- Minimum 1 year of trust, estate administration, or financial services experience required
- 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
At Edward Jones, we value and respect our associates and their contributions. 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 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: $52,080
Hiring Maximum: $85,880
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