Senior Trust Specialist

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.

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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

• 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 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.

• High school degree required
• 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

• 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.**

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