Senior Trust Officer

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to extract content from posting. Let's parse: - Opening: "This job posting is anticipated to remain open for 30 days, from 10-Sep-2026. The posting may close early due to the volume of applicants." This is metadata; we can fold into short

maybe. - Then: "Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating." That's about the company; could be "About the role" or "About the company". The instruction says headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can use "About the role" for this descriptive paragraph. - Then "Team Overview The Edward Jones Trust Company (EJTC) works alongside a client and a client's professional advisors, such as an estate attorney or tax professional. But most importantly we work along side the financial advisor and branch team in supporting their client's legacy with precision, objectivity and genuine care. Through our trust administration, discretionary investment management, estate settlement and complex asset management services, we provide specialized expertise that reduces the burden on loved ones and helps ensure the client's intentions and values during their lifetime, and not just after death." That could also be part of About the role or maybe separate "Team Overview". But we only have allowed headings; we could incorporate into About the role. - Then "What You Will Do The Senior Trust Advisor is responsible for the management of trusts, estates and investment management accounts, including the most complex and high net worth accounts. They serve as the primary relationship manager for the accounts they manage and serve as an informal leader of the team. The responsibilities include:" then a list of responsibilities (many bullet-like sentences separated by semicolons). We need to output

• for any list of duties/requirements/benefits. So we need to extract each responsibility as list items. List items appear separated by semicolons after "The responsibilities include:" Let's parse: 1. Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards; 2. Deep discovery for asset identification, asset gathering and analysis 3. Onboarding new client and branch relationships; developing, strengthening, and retaining client/ beneficiary and branch team relationships 4. Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk 5. Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience 6. Discussing and explaining complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors 7. Coordinating with other members of the Client Team, including other Trust Company associates, branch teams, attorneys, CPAs and outside business professionals in an effort to provide the ideal client experience 8. Researching various laws including statutory requirements, probate rules, and court requirements and applying knowledge of these laws to unique circumstances 9. Understanding and balancing the needs of grantors, current beneficiaries, and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams 10. Coordinating the management and risk mitigation of special assets and real estate 11. Serving on Governance Committees responsible for the day to day management of the Trust Company, leading and/or participating in business plan deliverables or other initiatives as requested 12. Supporting, training, mentoring and serving as a thought leader and resource to the team and area 13. Developing and implementing new guidelines and procedures as needed to ensure ongoing compliance with federal and state fiduciary standards 14. This position is known internally as a Senior Trust Advisor We need to treat each as
• . Some items have internal semicolons (like #3). That's okay. - Then "What Experience You Need Bachelor's degree required CTFA, JD, or CFP required 7+ years trust and estate management, or related legal or financial services experience required Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies Advanced ability to balance high-risk compliance, legal, and business decisions Ability to effectively train, delegate and informally lead others who provide service to the client and branch team Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week." We need to separate Requirements, Qualifications, Skills. The instruction: Use headings for Requirements, Qualifications, Skills. We need to decide what goes where. Typically "Experience You Need" could be Requirements (experience). "Bachelor's degree required" maybe Qualifications. "CTFA, JD, or CFP required" maybe Qualifications. "7+ years trust and estate management..." maybe Requirements. "Knowledge of advanced fiduciary..." maybe Skills. "Comprehensive knowledge of regulations..." maybe Skills. "Advanced ability to balance high-risk compliance..." maybe Skills. "Ability to effectively train, delegate..." maybe Skills. "Must be highly skilled in written and verbal communication..." maybe Skills. "Candidates that live within a commutable distance..." maybe Schedule? Actually that's about work location expectation; could be Schedule (office four days per week). But we only create Schedule if posting actually states it. It does: "Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week." That's schedule/location expectation. So we can include a Schedule section with that statement. We also have Benefits section later: "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 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. 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. 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." We need to remove boilerplate: EEO/equal-opportunity, legal, scam-warning, duplicated lines, application instructions. So we should strip the EEO statement, the legal bits about prohibited hiring, background checks, Fair Chance Ordinance link, etc. Also remove "Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones" etc as maybe not substantive? It's somewhat promotional but could be considered boilerplate. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The awards lines maybe not boilerplate but could be considered fluff; but they are not EEO/legal. Might keep? However they are not substantive about the job. Might be considered filler. Safer to remove them as they are not required specifics. The benefits details are substantive: medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, basic AD&D coverage (no cost), 401k retirement plan, tax-advantaged accounts (HSA, FSA), ten paid holidays, 15 days vacation, sick time, personal days, paid day for volunteerism, bonuses/profit sharing, Employee Assistance Program. We'll keep those. Pay section: The posting does not mention specific salary or pay range. So we should NOT create Pay section because no actual pay stated. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. So we can create Benefits (yes), Schedule (yes, we have office four days per week), but not Pay. Now we need to decide headings: About the role (company overview + team overview), Responsibilities (list), Requirements (experience, education?), Qualifications (degrees, certifications), Skills (knowledge, abilities), Benefits, Schedule. We must not repeat job title as heading. The title is Senior Trust Advisor but we shouldn't add heading for it. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting that are not boilerplate. Let's extract substantive paragraphs: - Opening about posting duration: "This job posting is anticipated to remain open for 30 days, from 10-Sep-2026. The posting may close early due to the volume of applicants." This is metadata; we can include as a short

  maybe before sections. - Then company description paragraph(s). We'll combine into About the role. - Then Team Overview paragraph(s). Could also be part of About the role. - Then "What You Will Do" heading (but we will not replicate heading; we will put responsibilities under

  Responsibilities

  with a

  intro sentence then

  . - Then "What Experience You Need" etc. We'll split into Requirements, Qualifications, Skills. - Then location/work schedule sentence