Senior Trust Specialist

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 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

What Experience You Need:

• High school degree required
• Estate Settlement experience
• Minimum 1 year of trust, estate administration, or financial services experience required
• 2 years client service experience 
• Skilled in written and verbal communication and demonstrates a high level of interpersonal skills
• Skilled in organization and time management with the ability to manage and prioritize multiple tasks at once
• Basic analytical skills to research issues and apply appropriate solutions
• Successful working in a fast paced, cross-functional team-based environment
  

What Could Set You Apart:

• Bachelor's degree
• Associate degree or related professional degree strongly preferred
• Moderate to advanced Excel and other technical skills
• Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles 

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within 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.

Current INTERNAL 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.

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.