Trust Officer II

About the role

The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serves as the primary relationship manager for the accounts they manage. The Edward Jones Trust Company (EJTC) works alongside clients and their professional advisors, such as estate attorneys or tax professionals, as well as with financial advisors and branch teams to support clients' legacies with precision, objectivity, and genuine care. Services include trust administration, discretionary investment management, estate settlement, and complex asset management.

Responsibilities

• 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
• Deep discovery for asset identification, asset gathering and analysis
• Onboarding new client and branch relationships; developing, strengthening, and retaining client, beneficiary and branch team relationships
• Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
• Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors
• Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals
• Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams
• Coordinating the management and risk mitigation of special assets and real estate
• Serving on Trust Company committees, participating in business planning or other initiatives as requested

This position is known internally as a Trust Advisor II.

Qualifications

• Professional certification such as CTFA, CFP, CPA, or JD strongly preferred
• At least 5+ years trust, estate management, or related legal or financial services experience required
• Knowledge of trust principles including fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required
• Demonstrated ability to balance compliance, legal, and business decisions
• Ability to work in a team-based environment, delegate work appropriately, and lead meetings effectively
• Ability to lead client meetings with financial advisors and tax and legal professionals
• Ability to use trust accounting system, Microsoft products and other automation tools
• 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 a high level of interpersonal skills

Work location

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.

Benefits

• Medical and prescription drug, dental, vision, and voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• Ten paid holidays
• 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
• Bonuses and profit sharing eligibility
• Employee Assistance Program

Pay

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