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Trust Company Location: St. Louis
Most common positions: Trust Specialist I & Trust Specialist II Division Description
Edward Jones Trust Company is an asset management arm of The Jones Financial Companies, L.L.L.P. with approximately $1 billion in assets under management. We know that determining who will handle financial affairs when an individual is longer able to do so is an important decision. As a professional trustee, Edward Jones Trust Company offers clients an experienced team of attorneys, accountants, trust administrators and financial professionals who are committed to providing comprehensive estate planning. Services Include: - Customized Asset Management
- Bill Payment and Recordkeeping
- Beneficiary Assistance
- Incapacity Protection
Associate Responsibilities Include: - Promoting and educating clients in regards to our Trust Services
- Day to day administration and asset management of Trust accounts
- Providing Trust, legal, tax and compliance services as needed
Key Qualifications Include: - Understanding of Fiduciary responsibilities and wealth management
- Strong analytic, decision making and customer service abilities
- Business Development – CFP, JD
- Investments – CFA, CFP
- Administration – CTFA
- Legal - JD
- Tax – CPA
- Compliance – CFIRS
Areas Within This Division Include: - Business Development
- Administration
- Tax
- Compliance
- Investments
- Real Estate
Our Trust Company associates work with client, their Financial Advisors and their tax and legal advisors to develop a customized strategy best-suited for clients and their families: - Customized Asset Management
- Bill Payment and Recordkeeping
- Beneficiary Assistance
- Incapacity Protection
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