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Estate Settlement Team Leader- Trust Services

Edward Jones
Springfield, USA
Closing date
Apr 26, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our .

1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals.  Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services.

What You Will Do:
  • Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk
  • Lead initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission and the overall experience of clients and branch teams
  • Responsible for associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations
  • Partner with multiple areas in the Trust Company and firm to achieve business objectives
  • Develop, coach and lead associates with various professional and industry certifications
  • Fulfill actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors
  • Manage service activities related to account administration

What Experience You Need:
  • Bachelor's degree required
  • Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred;
  • Minimum of 6 years' experience in administering estate settlement trusts or related roles that required making fiduciary decisions which will be relied upon by others
  • Significant leadership experience required
  • Demonstrated ability to provide feedback and develop associates required
  • Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items
  • Strong problem-solving skills are required.
  • Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation

What Could Set You Apart:
  • Experience in identifying, managing and communicating service lapses strongly preferred;
  • Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred
  • Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills
  • Demonstrated critical thinking skills and ability to use discretion in highly complex situations
At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades:

Check out our Canadian awards and accolades: 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: $113810 - $193785
Category: Headquarters

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