Senior Trust Specialist
Edward Jones
Team Overview:
Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The Senior Trust Specialist supports the Client Service- Estate Settlement team in the onboarding and ongoing relationship, trust and investment management of all Trust Company account types. The individual will work closely with Trust Consultants, Trust Officers, Portfolio Managers, Special Assets teams, vendors, clients and Edward Jones branch teams and will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients.
What You will Do:
As a Senior Trust Specialist, you will:
- Deliver excellent client service to Financial Advisors, clients, and internal associates.
- Own the completion of work related to the administration of accounts so the Trust Company fulfills its fiduciary duties and protects its reputation, while mitigating risk.
- Support Trust Officers, Portfolio Managers and other the Trust Company and firm 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 in order to better serve branch teams and clients.
- Partner and collaborate with various areas of the Trust Company to execute client service model