Trust Officer at Edward Jones in Location not listed

Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. Teams are responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

What You Will Do:

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 responsibilities include:

• 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.
• Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience.
• 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 Trust Advisor I.