What are the responsibilities and job description for the Trust Specialist 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 Trust Specialist position is part of the Trust Administration Team and will be responsible for providing total support of the Administration, Investments and Special Asset teams. The individual will work closely with clients, trust officers, portfolio managers, vendors, and Edward Jones branch teams. In addition, the trust specialist will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients.
The Trust Specialist role supports all members of the Client Service Team – Trust Officer, Portfolio Manager, and Trust Consultant.
As a Trust Specialist, you will:
The Trust Specialist role supports all members of the Client Service Team – Trust Officer, Portfolio Manager, and Trust Consultant.
As a Trust Specialist, you will:
- Deliver excellent client service to Financial Advisors, clients, and internal associates.
- Assist with the administration of accounts so the Trust Company fulfills its fiduciary duties and protects its reputation, while mitigating risk.
- Support the Trust Company and firm associates on trust administration matters.
- Develop and maintain knowledge required for administering accounts managed by the Trust Company.
This is a hybrid or on-site role. Candidates are required to be on-site in either the St. Louis or Tempe, AZ offices 2 or more times per week.
What You Need:
- High school degree required. Associate degree or related professional degree strongly preferred
- At least 1 - 3 years experience within a financial services company or related professional experience required
- Ability to work on-site at either the St. Louis, MO or Tempe, AZ headquarters 2 or more days per week.
- Moderate to advanced Excel skills preferred
- Ability to anticipate needs of clients and internal client service teams and take initiative to identify, follow up on and complete work
- Ability to communicate regarding trust services and processes with established guidelines
- 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 : $43,624 - $71,937
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