Trust Officer jobs in Missouri
Recently Added Trust Officer jobs
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.
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.
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 JonesEdward 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: - 5 Days Ago
TRUST OFFICER
- Hawthorn Bank
-
Kansas, MO
FULL_TIME
- TRUST OFFICER SUMMARY Oversee a small book of trust and investment management accounts. Responsible for the development and retention of personal trust and investment management business. With the obj...
- 27 Days Ago
Senior Trust Officer
- National Advisors Brand
-
Kansas, MO
FULL_TIME
- Overview: Founded in 2001, National Advisors Holding, Inc. (“NAH”), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South...
- 4 Days Ago
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...
- 16 Days Ago
Senior Trust Officer
- Moneta
-
Clayton, MO
FULL_TIME
- Company DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) focused on going further for our clients. We are one firm with many solutions, and we provide...
- 17 Days Ago
Senior Trust Officer
- Bank of America
-
Kansas, MO
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 19 Days Ago
Trust Officer jobs at Popular Companies
Trust Officer
- Cetera Financial Group
-
Minneapolis, MN
- Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializin...
- 4/16/2024 12:00:00 AM
Trust Administrator
- Westport One
-
- Trust Administrator Our client is looking for a trust administrator to support a senior level trust officer that is a su...
- 4/16/2024 12:00:00 AM
Trust Administrator
- Osaic
-
Las Vegas, NV
- Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
- 4/16/2024 12:00:00 AM
Estate and Trust Administration Paralegal
- Brinkley Walser Stoner, PLLC
-
Lexington, NC
- About the Organization: The attorneys at Brinkley Walser Stoner provide professional legal representation across a wide ...
- 4/15/2024 12:00:00 AM
Trust Advisor / Wealth Planner
- Huntington Bancshares Incorporated
-
Chicago, IL
- Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the ...
- 4/14/2024 12:00:00 AM
Trust Officer
- CoreFirst Bank & Trust
-
- Hours: 8:00am to 5:00pm Monday through Friday, other hours as needed Role: Trust Officers must achieve specific performa...
- 4/13/2024 12:00:00 AM
Trust Officer
- Westport One
-
- Trust Officer Our client is looking for a client service focused and experienced trust officer who is effective building...
- 4/12/2024 12:00:00 AM
Trust Officer
- First Community Trust, N.A.
-
Dubuque, IA
- First Community Trust – Financial Advisor First Community Trust is a national association and an independent trust compa...
- 4/12/2024 12:00:00 AM
About Missouri
Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$72,954 to $103,900