Trust Officer II

This job posting is anticipated to remain open for 30 days from 05-Aug-2026 and may close early due to the volume of applicants.

About Us

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 a privately-owned firm focused on our clients rather than shareholder returns. 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 attracts, develops, and inspires performance excellence and a sense of belonging. Associates are seen, heard, respected, and supported, making Edward Jones a great place to start or build your career.

Team Overview

The Edward Jones Trust Company (EJTC) works alongside clients, their professional advisors (such as estate attorneys or tax professionals), and financial advisors to support clients' legacies with precision, objectivity, and care. Through trust administration, discretionary investment management, estate settlement, and complex asset management, we provide specialized expertise to reduce burdens on loved ones and ensure clients' intentions and values are honored.

Responsibilities

• Daily management of trust accounts in accordance with governing instruments (trust agreements, wills, powers of attorney, and related contracts), Edward Jones Trust Company guidelines, and federal/state fiduciary standards.
• Conduct deep discovery for asset identification, gathering, and analysis.
• Onboard new client and branch relationships; develop, strengthen, and retain client, beneficiary, and branch team relationships.
• Review, understand, and interpret complex legal documents (trust agreements, wills, powers of attorney, and contracts) to limit regulatory and legal risk.
• Discuss and explain tax and estate planning concepts and trust terms with beneficiaries and financial advisors.
• Manage client service in collaboration with Trust Company and Operations associates, branch teams, attorneys, CPAs, and outside business professionals.
• Balance the needs of grantors, current beneficiaries, and future beneficiaries; communicate this analysis effectively to all parties.
• Coordinate the management and risk mitigation of special assets and real estate.
• Serve on Trust Company committees, participate in business planning, or other initiatives as requested.

Requirements

• Professional certification (e.g., CTFA, CFP, CPA, JD) strongly preferred.
• At least 5+ years of trust, estate management, or related legal/financial services experience.
• Knowledge of trust principles, including fiduciary responsibilities, gifting, trust management, estate planning, taxes, and investment principles.
• Demonstrated ability to balance compliance, legal, and business decisions.
• Ability to work in a team-based environment, delegate work, and lead meetings effectively.
• Experience leading client meetings with financial advisors and tax/legal professionals.
• Proficiency in trust accounting systems, Microsoft products, and other automation tools.
• Strong written and verbal communication skills, particularly in explaining complex legal matters to clients with varying levels of expertise.
• High level of interpersonal skills and ability to train, delegate, and informally lead others.

Candidates within a commutable distance of Tempe, AZ or St. Louis, MO home offices are expected to work in the office four days per week.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits (e.g., accident, hospital indemnity, critical illness).
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost.
• 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.