Trust Officer II

This job posting is anticipated to remain open for 30 days, from 10‑Sep‑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.

The Edward Jones Trust Company (EJTC) worksalongsidea 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.

The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serve as the primary relationship manager for the accounts they manage.

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 the account relationship), Edward Jones Trust Company guidelines, and federal andstate 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 trustagreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
• Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors
• Managing client service with other Trust Company and Operations associates, branchteams, attorneys, CPAs and outside business professionals
• Understanding and balancing the needs of grantors, current beneficiaries and futurebeneficiaries and effectively communicating this analysis to grantors, beneficiaries, andbranch teams
• Coordinating the management and risk mitigation of special assets and real estate
• Serving on Trust Company committees, participating in business planning or other initiatives as requested

* This position is known internally as a Trust Advisor II

• Professional certification, such as CTFA, CFP, CPA, JD strongly preferred
• At least 5+ years trust, estate management, or related legal or financial services experience required
• Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required
• Demonstrated ability to balance compliance,…