Trust Officer II
Edward Jones
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.
What You Will Do:
The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts they manage.
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 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