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Company

Edward Jones · 3 days ago

Trust Consultant- New Business & Client Experience

United States

Full-time

Remote

Senior Level

$96K/yr - $164K/yr

7+ years exp

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Responsibilities

Lead account onboarding process and set expectations of all EJTC new accounts with Branch Team and Client.

Conduct evaluation and risk assessment of potential new business, to include review of all assets, family and beneficiary situations, tax returns and accountings.

Review and initial interpretation of all governing documents for the relationship, to include trust agreements, wills, powers of attorney, beneficiary designations and all contracts relating to the relationship.

Consult with Fiduciary Officers on all account types to ensure proper risk and legal issues have been identified and evaluated.

Align and guide onboarding workflow of Trust Officers, Portfolio Managers, and Trust Specialists as needed as part of the EJTC Client Service Team.

Responsible for communicating with branch team all facets of onboarding process including asset transfer updates after account acceptance.

Promote the services of the Edward Jones Trust Company and occasionally assist with Estate Planning to Edward Jones Clients, Financial Advisors, Branch Teams, and Internal Partners.

Serve as the Relationship Manager and key EJTC resource for a group of client relationships and branch teams to ensure ideal client experience.

Assist in resolution of any onboarding complaints escalated by branch or clients with recommended solutions.

Proactively prospect and communicate with branch teams to develop potential new business.

Serve as subject matter expert in the areas of trust law, administration of trusts, and trust investments.

Participate in initiatives across the Trust Company and firm-wide that improve our ability to serve our clients and support the firm's mission.

Partner with other areas in the Trust Company and CCG to provide client specific support.

Comply with the Trust Company policies, procedures and applicable laws and regulations.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CTFACFPTrust administrationEstate managementFinancial servicesTrust principlesFiduciary responsibilitiesTrust management principlesEstate planning principlesTaxation rulesCompliance knowledgeRisk assessmentTrust accounting systemGiftingInsurance strategiesInvestment strategiesMicrosoft productsAutomation toolsWealth management products

Required

Bachelor's degree required.

At least 7-10 years trust and estate management or related legal or financial services experience required.

Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxation rules, insurance and investment strategies 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 work in team-based environment, delegate work appropriately, and lead client meetings effectively.

Ability to use trust accounting system, Microsoft products and other automation tools.

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.

Preferred

CTFA, JD, CFP or equivalent professional certification strongly preferred.

Ability to provide guidance to branch teams on how to identify clients in Trust Company target market.

High familiarity with Edward Jones branch team structure, processes and systems.

Ability to identify other wealth management products offered by Edward Jones and how they work with EJTC services.

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.