What are the responsibilities and job description for the Business Support Specialist II, Trust position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We 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.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We 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.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
Trust Operations is seeking a Business Support Specialist II to lead initiatives that drive innovation, automation, and process improvements across the department. This role will collaborate closely with the Trust Company to enhance client experience.
What You'll Do:
Trust Operations is seeking a Business Support Specialist II to lead initiatives that drive innovation, automation, and process improvements across the department. This role will collaborate closely with the Trust Company to enhance client experience.
What You'll Do:
- Lead and execute business initiatives that drive process improvements and operational excellence within the department.
- Champion automation and transformation to streamline operations and reduce risk by assessing current workflows, identifying gaps, and implementing innovative solutions.
- Collaborate cross-functionally to deliver successful outcomes on projects.
- Broaden and deepen Subject Matter Expertise to serve as department resource for various operations functions.
- Business Continuity Planning Lead - implement process and coordinate with department to complete applicable requirements.
- Department representation on broader Trust Company initiatives.
- Share Knowledge to help develop other associates.
What You'll Need:
What Could Set You Apart:
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
- Bachelor's degree and/or equivalent experience.
- 3 years of relevant experience in financial services industry.
- Strong technical skills with the ability to leverage tools and technology for automation and process improvement, including:
- Experience interacting with databases such as Apex
- Ability to use visualization tools such as Tableau, Power BI
- Advance Microsoft Excel (macros, vba)
- Other tools such as Jira, InfoPac, DB2, SQL Developer
- Excellent organizational, verbal, and written communication skills with proven ability to establish and cultivate relationships with key stakeholders.
- Excellent critical thinking skills and ability to navigate ambiguous situations.
- Ability to work effectively both independently and in a team environment.
- Ability to prioritize and manage multiple tasks/projects along with recurring responsibilities and adjust to changing priorities with minimal leader input.
- Ability to drive change and lead/influence others without formal authority.
What Could Set You Apart:
- Series 7
- Series 99
- Project/Change Management
***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.***
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
