What are the responsibilities and job description for the Senior Trust Officer position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 06-Aug-2026. 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:
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 Senior Trust Advisor is responsible for the management of trusts, estates and investment management accounts, including the most complex and high net worth accounts. They serve as the primary relationship manager for the accounts they manage and serve as an informal leader of the team. 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 complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors
- Coordinating with other members of the Client Team, including other Trust Company associates, branch teams, attorneys, CPAs and outside business professionals in an effort to provide the ideal client experience
- Researching various laws including statutory requirements, probate rules, and court requirements and applying knowledge of these laws to unique circumstances
- 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 Governance Committees responsible for the day to day management of the Trust Company, leading and/or participating in business plan deliverables or other initiatives as requested
- Supporting, training, mentoring and serving as a thought leader and resource to the team and area
- Developing and implementing new guidelines and procedures as needed to ensure ongoing compliance with federal and state fiduciary standards
*This position is known internally as a Senior Trust Advisor
What Experience You Need:
- Bachelor's degree required
- CTFA, JD, or CFP required
- 7 years trust and estate management, or related legal or financial services experience required
- Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required
- Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies
- Advanced ability to balance high-risk compliance, legal, and business decisions
- 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 high level of interpersonal skills
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.