What are the responsibilities and job description for the Estate Settlement Officer position at EDWARD JONES?
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.
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:
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.
What 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.
- 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.
- 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. 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:
Salary: $68105 - $112305
Category: Headquarters
About the Company:
EDWARD JONES
Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000 dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor.
Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008.
Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.
Company Size:
10,000 employees or more
Industry:
Financial Services
Founded:
1922
Website:
http://careers.edwardjones.com/us/index.html
Salary : $68,105 - $112,305
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