Estate Settlement Trust Officer
Company: EDWARD JONES
Location: Concordia
Posted on: January 25, 2023
Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.The Estate Settlement Trust Officer is responsible for
the administration of trusts, estates and investment management
accounts.
As an Estate Settlement Trust Officer, your responsibilities will
include:
Daily management of probate and
estate settlement trust administration in accordance with Edward
Jones Trust Company guidelines, fiduciary standards, trust
agreements, wills, powers of attorney and all contracts relating to
the account relationship.Onboarding and closing of accounts;
including asset identification, asset gathering and analysis in a
high-volume environment.Developing, strengthening, and retaining
client, beneficiary, client team relationships.Reviewing,
understanding, and interpreting trust agreements, wills, contracts
and other estate planning documents 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.Serving on Trust Company committees, participating in
business planning or other initiatives as requested.Working with
internal resources to manage special assets and real estate,
including the inventory, appraisal and sale or transfer
thereof.Researching various laws including statutory requirements,
probate rules, and court requirements and applying knowledge of
these laws to unique circumstances.Formulating plans for the
execution of estate plans, using tax planning analysis and wealth
transfer strategies.What You Will Need:
Bachelor's degree required.At least 3
years trust and estate administration, or related legal or
financial services experience required.Knowledge of trust
administration principles, estate planning principles, taxes, and
investment principles required.Strong written and verbal
communication (especially in complex matters) and demonstrate high
level of interpersonal skills.What Could Set You Apart:
- CTFA, J.D., CFP, CPA, or substantial
progress toward professional certification strongly
preferred.Advanced ability to manage real estate, TPP, and other
unique assets and identify and mitigate risks related to those
assets.Comprehensive knowledge of regulations and applicable laws,
probate procedures, tax planning and wealth-transfer
strategies.Demonstrated ability to balance compliance, legal, and
business decisions.Ability to work in team-based environment,
delegate work appropriately, and lead meetings effectively.Ability
to use trust accounting system, Microsoft products and other
automation tools.
- Ability to effectively train, delegate and follow up with
others who provide service to the client and branch team;
Demonstrated advanced organization skills are essential.
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
rating.
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our
associates and their contributions, and we recognize individual
efforts through a rewards program that promotes a long-term career,
financial security and well-being. to learn more about our total
compensation approach, which in addition to base salary, typically
includes benefits, bonuses and profit sharing. The salary range for
this role is based on national data and actual pay is based on
skills, experience, education, and other relevant factors for a
potential new associate:
Salary: $68105 - $112305
Category: Headquarters
Keywords: EDWARD JONES, Independence , Estate Settlement Trust Officer, Other , Concordia, Missouri
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