Senior Estate Settlement Trust Officer

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Missouri, St. Louis, Arizona, Tempe

Company Description

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid

Awards and Accolades

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

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

What Experience You Need:

• Bachelor's degree and CTFA, JD, CFP or equivalent professional certification required
• At least 7-10 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
• Advanced ability to balance high risk business, compliance and legal factors when making decisions
• Advanced ability to manage real estate, TPP, and other unique assets and identify and mitigate risks related to those assets
• Ability to work in team-based environment, delegate work appropriately, deliver training, and lead meetings effectively
• Ability to lead client meetings with financial advisors and tax and legal professionals
• Ability to use trust accounting system, Microsoft products and other automation tools
• Advanced ability to manage competing priorities resulting from a complex account load
• Exceptional organizational skills are required
• Mal communication (especially in complex, technical matters) and demonstrate high level of interpersonal skills Ability to serve as leader in leader's absence and act as a resource for others on the team.

What Could Set You Apart:

• Strong IRA and tax planning experience
• Experience working with high net worth clients

*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.

Salary Information

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