Senior Trust Specialist

This job posting is anticipated to remain open for 30 days from 03-Aug-2026 and may close early due to the volume of applicants.

About the Company

Edward Jones is a Fortune 500 company and privately-owned financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. Our purpose is to 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 values people and fosters a sense of belonging.

About the Role

The Senior Trust Specialist supports the Client Service Team in the onboarding and ongoing relationship, trust, and investment management of all Trust Company account types. This role works closely with Trust Consultants, Trust Officers, Portfolio Managers, Special Assets teams, vendors, clients, and Edward Jones branch teams to enhance the client experience while maintaining fiduciary and regulatory standards.

Responsibilities

• Deliver excellent client service to Financial Advisors, clients, and internal associates.
• Own the completion of work related to the administration of accounts to fulfill fiduciary duties, protect the firm’s reputation, and mitigate risk.
• Support Trust Officers, Portfolio Managers, and other associates in the administration of accounts.
• Develop and maintain knowledge required for administering accounts managed by the Trust Company.
• Contribute to departmental objectives, projects, and initiatives to better serve branch teams and clients.
• Partner and collaborate with various areas of the Trust Company to execute the client service model.

Requirements

• High school degree required.
• Minimum 1 year of trust, estate administration, or financial services experience.
• 2+ years of client service experience.
• Strong written and verbal communication skills with a high level of interpersonal ability.
• Excellent organization and time management skills, with the ability to prioritize multiple tasks.
• Basic analytical skills to research issues and apply appropriate solutions.
• Ability to work in a fast-paced, cross-functional team environment.

Qualifications

• Bachelor’s degree (preferred).
• Associate degree or related professional degree strongly preferred.
• Moderate to advanced Excel and other technical skills.
• Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles.

Schedule

Candidates within a commutable distance of Tempe, AZ or St. Louis, MO home office locations are expected to work in the office:

• Four days per week effective June 1, 2026.
• Three days per week (preferably Tuesday through Thursday) before June 1, 2026.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits (accident, hospital indemnity, critical illness).
• Short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates.
• 401k retirement plan and tax-advantaged accounts (health savings account, flexible spending account).
• Ten paid holidays and 15 days of vacation for new associates beginning January 1 of each year.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program available to all associates.