Team Overview:
Do you have a strong background in trust and estate management? Do you have a desire to work on a face-paced team? If so this, this role could be a potential fit for you! 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. Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.

What You Will Do:Daily management of complex probate and estate settlement trusts in accordance with the language provided in the governing instrument (trust agreements, wills, and powers of attorney), all contracts relating to the account relationship, Edward Jones Trust Company guidelines, and federal and state fiduciary standardsDeep discovery for asset identification, asset gathering and analysis in a high volume environment; this may entail researching prior tax returns, asking questions of family members and local professionals, and researching years of books and recordsDeveloping, strengthening, and retaining client, beneficiary and branch team relationshipsReviewing, understanding, and interpreting language in trusts and other estate planning documents in order to formulate a plan for execution of the overall estate plan strategy while limiting fiduciary, regulatory and legal risk in all 50 statesPartnering with financial advisors to fully understand client needs, develop communication plans for the duration of the execution phase of the estate plan and setting expectations in order to deliver an excellent client experienceDiscussing and explaining complex estate planning concepts, trust terms and legal concerns/requirements with beneficiaries and financial advisors in a way that is easy to understandManaging the Trust and Estate accounts with external attorneys, CPAs and business professionals, other Trust Company associates, and branch teams, with an emphasis on probate and post-death trust mattersUnderstanding and balancing the needs of all current and future beneficiariesServing on Trust Company governance committees, participating in business planning or other initiatives as requestedManaging special assets and real estate, including marshalling, managing risk, and creating/executing the strategy for the 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 Engaging outside attorneys; including managing and following up on legal work performed by outside attorneys Serving on Governance Committees responsible for the day to day management of the Trust Company, leading and/or participating in business plan deliverables or other initiatives as requestedSupporting, training, mentoring, and efficiently working with other Trust Company associatesDeveloping and implementing guidelines and proceduresLeading and/or participating on initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's missionServing as a thought leader and resource to the team and area