Trust Officer jobs in Columbia, MO

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Trust Officer
  • Edward Jones
  • Saint Louis, MO 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 Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
    What You'll Do:

    Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you deliver an excellent client experience.

    As a Trust Officer, you will:
    • Review and interpret trust agreements and other estate planning documents for execution of the overall estate planning strategy while limiting fiduciary, regulatory and legal risk.
    • Explain complex estate planning concepts, trust terms and legal concerns/requirements with beneficiaries and financial advisors.
    • Identify issues and create solutions regarding complex and unique legal, tax, and logistical matters in a high-volume environment that is often time sensitive.
    • Manage ongoing account administration, including evaluating discretionary requests, approving distributions, hosting annual review Zoom meetings, and completing required oversight reviews and reports.
    • Understand and balance the needs of grantors and all current and future beneficiaries within a fiduciary framework.
    *This position is known internally as a Trust Advisor I
    What Experience You Need:
    • Bachelor's degree
    • 3 years of trust and estate administration, or related legal or financial services experience
    • Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles
    • Skilled in written and verbal communication (especially in complex matters) and demonstrate a high level of interpersonal skills.
    *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

    What Could Set You Apart:
    • 3-5 years of administration of special needs trusts
    • Experience administering trust owned IRAs
    • Industry designation(s) such as CTFA, CFP®, or a J.D.
    • Demonstrated ability to balance compliance, legal, and business decisions
    • Successfully working in a fast paced, cross-functional team-based environment
    At Edward Jones, we 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: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
    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. Visit our career site 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:
  • 14 Days Ago
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Senior Trust & Compliance Officer
  • The Bank of Missouri
  • Columbia, MO OTHER
  • Job Details Job Location: Columbia- Buttonwood Drive - Columbia, MO Salary Range: Undisclosed DescriptionWorking at The Bank of Missouri At The Bank of Missouri we know it takes great people to suppor...
  • 25 Days Ago
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Commercial/Agricultural Loan Officer
  • CNB Bank and Trust, N.A.
  • CARROLLTON, IL FULL_TIME
  • Commercial/Ag Loan Officer Join a thriving community bank where customer service and community involvement are valued. We’re seeking a sales-oriented commercial lender with 5 years of commercial lendi...
  • 4 Days Ago
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Sr Commercial Finance Officer
  • Republic Bank & Trust Co
  • Saint Louis, MO FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • 8 Days Ago
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Commercial Lending Officer
  • American Bank and Trust
  • Kane, IL FULL_TIME
  • Job Summary: The Commercial Lending Officer is responsible for building and servicing a diversified commercial loan portfolio in their market. Essential Functions and Responsibilities: Collect and ana...
  • 24 Days Ago
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Trust Assistant
  • CNB Bank and Trust, N.A.
  • GLEN CARBON, IL FULL_TIME
  • MAJOR RESPONSIBILITIES: • Assist in the performance of tasks related to Trust Department account record keeping, including income and expense processing, customer disbursements, maintenance of tickler...
  • 20 Days Ago
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0 Trust Officer jobs found in Columbia, MO area

About Columbia, Missouri

Columbia /kəˈlʌmbiə/ is a city in the U.S. state of Missouri. It is the county seat of Boone County and home to the University of Missouri. Founded in 1821, it is the principal city of the five-county Columbia metropolitan area. It is Missouri's fourth most-populous and fastest growing city, with an estimated 121,717 residents in 2017. As a Midwestern college town, Columbia has a reputation for progressive politics, persuasive journalism, and public art. The tripartite establishment of Stephens College (1833), the University of Missouri (1839), and Columbia College (1851), which surround the c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,256 to $105,753
Columbia, Missouri area prices
were up 0.7% from a year ago
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