Trust Officer II

Company: Edward Jones
Location: Tempe
Posted on: March 26, 2025

Job Description:

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

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.

What You'll Do:

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.
  
  Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page .
  
  Hiring Minimum: $84100
  Hiring Maximum: $143100
  
  Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
  
  Read More About Job Overview
  
  Skills/Requirements
  
  What Experience You Need:
  
  • Bachelor's degree
  • 5-7 years trust and estate administration, or related legal or financial services experience
  • Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
  • 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+ years of administration of special needs trusts and/or High-net Worth Clients
    • Experience administering trust owned IRAs
    • Demonstrated ability to balance compliance, legal, and business decisions
    • Successfully working in a fast paced, cross-functional team-based environment
      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.
      
      Read More About Skills/Requirements
      
      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
      
      Read More About Awards & Accolades
      
      About Us
      
      Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 .
      
      Fortune 500, published June 2024, data as of December 2023. 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.
      
      

Keywords: Edward Jones, Tempe , Trust Officer II, Other , Tempe, Arizona