Trust Officer II
Employment type
Full-time
Work setting
On-site
Location
Tempe, AZ
Schedule
Day shift
Posted
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Job overview
The Trust Officer II is an onsite role based in Tempe, AZ. Compensation is not specified for this position, which supports the Edward Jones Trust Company in managing trusts, estates, and investment accounts. This role exists to serve as the primary relationship manager for assigned accounts. The officer ensures daily management of trust accounts in accordance with governing instruments and fiduciary standards while providing specialized expertise to support client legacies.
What you'll do
- Manage trust accounts
- perform asset discovery
- onboard new relationships
- interpret complex legal documents
- coordinate with internal and external partners.
What we're looking for
- Skills & competencies
- full-timeday shifttempe azedward jonestrust officerfiduciaryestate managementfinancial servicesclient relationscorporate
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, disability, life insurance, 401k, tax-advantaged accounts, paid holidays, vacation, sick time, profit sharing.
Why this role
Requires CTFA, CFP, CPA, or JD designation.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 0ef62064-3486-4a18-8391-938737752fec