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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. 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.

Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor. Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008. Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.

Edward Jones

Trust Officer II

Appcast PX 2

The Edward Jones Generations® provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. This role reviews and evaluates financial plans, portfolio strategies, asset allocations, and policy exceptions, exercising independent judgment and delegated authority to mitigate firm risk and support performance outcomes.

Financial Planning and Investments Oversight Officer

Appcast Exclusive 1

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

Enterprise Bank and Trust

VP, Treasury Management Officer

VP, Treasury Management Sales Officer

Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.

YEAR

Wealthfront

Trust Officer

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OTHER

Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc. Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
 
Our team, with collective experience of over 250 years, is passionate about wh

Gpac

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Edward D Jones & Co LP

The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs. 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.

This role serves as a primary fiduciary contact for client relationships, collaborates closely with the Director of Moneta Trust, and partners with internal stakeholders to deliver exceptional trust administration in accordance with all applicable regulatory requirements and internal policies. Evaluates and acts on complex inquiries, approvals, and requests in accordance with established policies, procedures, and assigned authority levels, exercising sound judgment to support consistent and compliant decision-making.

Moneta Group LLC

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Position Summary We are seeking a knowledgeable and relationship-driven Trust Officer to administer and grow a portfolio of fiduciary accounts.

Qualified Retirement Trust Officer

Accountable for risk management of assigned accounts in adherence to all applicable regulations, as well as all applicable state laws to ensure FNBO is meeting all fiduciary duties to current and remainder beneficiaries in relation to all facets of administration, investments and asset allocations including managing regulatory risk and addressing the needs of the assigned accounts, in coordination with Advisor RMs where applicable. Demonstrate sound decision-making skills, including balancing business risk to FNBO with client interests, including all exercise of discretion in fiduciary accounts such as approval of disbursements of fiduciary funds according to conditions of the trust and needs of the beneficiaries, resolve client issues and collaborate with clients to articulate and achieve goals, in collaboration with Advisor RMs where applicable.

First National Bank of Omaha

Monitor and execute post-death provisions; coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party''s responsibility and review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen; review estate tax return (706) and order of distribution. The role serves as a senior resource for trust administration matters, exercises delegated authority for fiduciary and administrative decisions within established guidelines, and acts as an escalation point for complex account issues while partnering with Trust Administration leadership to ensure consistent administration practices across all locations.

Stifel Financial Corp

Personal Trust Administration Assistant Manager Remote Offices

The Private Client Advisor "PCA" and Trust Officer is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

Commerce Bancshares Inc

Private Client Advisor - Commerce Trust

What You Will Do: Beyond onboarding, the New Business Trust Advisor II plays a critical role in the overall client experience by maintaining strong relationships with branch teams, collaborating closely with the Edward Jones Trust Company Client Service Team, and providing informal leadership and guidance within the organization. At least 5+ years trust, 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.

Trust Advisor II- New Business

This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partner with corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior level client staff.

UMB Bank

Corporate Trust Relationship Manager III

This is a rare opportunity for a true builder, someone who thrives in ambiguity, brings structure to complexity, and is energized by turning vision into a scalable, high-performing business within an established organization. We are launching a new business vertical and seeking a Chief Operating Officer (COO) to build and lead this initiative from the ground up.

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CHIEF OPERATING OFFICER (COO) – New Business Vertical Launch

FULL_TIME

Monitor and execute post-death provisions; coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility and review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen; review estate tax return (706) and order of distribution. The role serves as a senior resource for trust administration matters, exercises delegated authority for fiduciary and administrative decisions within established guidelines, and acts as an escalation point for complex account issues while partnering with Trust Administration leadership to ensure consistent administration practices across all locations.

Stifel

Personal Trust Administration Assistant Manager- Remote Offices

[AW]-iCims

This compensation range is for the Portfolio Manager III & Senior - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.

Senior Portfolio Manager - Commerce Trust

UMB Financial Corp

The Chief Administration Officer leads the resolution of complex business, control, service, and partner issues that may affect trust quality, regulatory readiness, operational resilience, or client experience, and sponsors improvements that strengthen documentation, process scalability, governance evidence, and cross-functional coordination. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

Trust Officer Jobs in Missouri

Trust Officer II Edward Jones

Financial Planning and Investments Oversight Officer Edward Jones

VP, Treasury Management Officer Enterprise Bank and Trust

VP, Treasury Management Sales Officer Enterprise Bank and Trust

Trust Officer Wealthfront

Trust Officer Gpac

Trust Officer II Edward D Jones & Co LP

Trust Officer Edward D Jones & Co LP

Trust Officer Moneta Group LLC

Qualified Retirement Trust Officer Gpac

Trust Officer First National Bank of Omaha

Personal Trust Administration Assistant Manager Remote Offices Stifel Financial Corp

Private Client Advisor - Commerce Trust Commerce Bancshares Inc

Trust Advisor II- New Business Edward D Jones & Co LP

Corporate Trust Relationship Manager III UMB Bank

CHIEF OPERATING OFFICER (COO) – New Business Vertical Launch Bic# 1854

Personal Trust Administration Assistant Manager- Remote Offices Stifel

Senior Portfolio Manager - Commerce Trust Commerce Bancshares Inc

Corporate Trust Relationship Manager III UMB Financial Corp

Director, Trust Management CAO Edward D Jones & Co LP

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