| Location | Tempe, AZ |
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
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