Trust Officer II - Personal Trust & Estate Administration Job at Edward Jones, Saint Louis, MO

  • Edward Jones
  • Saint Louis, MO

Job Description

Edward Jones seeks a Trust Officer II to manage and administer a portfolio of personal trust and estate accounts for individual investors and small businesses. In this role, you will interpret trust documents, ensure fiduciary and regulatory compliance, coordinate with financial advisors, attorneys, and tax professionals, and guide clients through complex wealth transfer and estate planning needs. You will analyze account performance, identify opportunities to enhance client outcomes, and maintain meticulous documentation. Edward Jones offers training, licensing support, competitive pay, growth opportunities, and a collaborative, client-first culture focused on integrity and inclusion.

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