Trust Officer
- Full-time
- Company: EDWARD JONES
Company Description
Jobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: EDWARD JONES
Company Name: EDWARD JONES
Job Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
What You'll Do:
Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you deliver an excellent client experience.
As a Trust Officer, you will:
Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you deliver an excellent client experience.
As a Trust Officer, you will:
- Review and interpret trust agreements and other estate planning documents for execution of the overall estate planning strategy while limiting fiduciary, regulatory and legal risk.
- Explain complex estate planning concepts, trust terms and legal concerns/requirements with beneficiaries and financial advisors.
- Identify issues and create solutions regarding complex and unique legal, tax, and logistical matters in a high-volume environment that is often time sensitive.
- Manage ongoing account administration, including evaluating discretionary requests, approving distributions, hosting annual review Zoom meetings, and completing required oversight reviews and reports.
- Understand and balance the needs of grantors and all current and future beneficiaries within a fiduciary framework.
What Experience You Need:
What Could Set You Apart:
- Bachelor's degree
- 3+ years of trust and estate administration, or related legal or financial services experience
- Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
- Skilled in written and verbal communication (especially in complex matters) and demonstrate a high level of interpersonal skills.
What Could Set You Apart:
- 3-5 years of administration of special needs trusts
- Experience administering trust owned IRAs
- Industry designation(s) such as CTFA, CFP®, or a J.D.
- Demonstrated ability to balance compliance, legal, and business decisions
- Successfully working in a fast paced, cross-functional team-based environment
- 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
- 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
- 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
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.
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.