Trust Officer jobs in Saint Peters, 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:
  • 8 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...
  • 19 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...
  • 2 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...
  • 18 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...
  • 12 Days Ago
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Trust Assistant
  • CNB Bank & Trust NA
  • 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 s...
  • 12 Days Ago
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0 Trust Officer jobs found in Saint Peters, MO area

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Employment Law Partner - 100% Remote
  • We Are Legal Revolution
  • St. Louis, MO
  • 🔥 NEW IN 🔥👩‍⚖️ Law Firm Partner 🌟 Award-Winning US Law Firm 💰 Bonus Potential of up to US$ 1M Annually 📍 Houston -...
  • 4/18/2024 12:00:00 AM
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Lead Software Engineer - Remote
  • Mindex
  • Saint Louis, MO
  • Founded in 1994 and celebrating 30 years in business, Mindex is a software development company with a rich history of de...
  • 4/18/2024 12:00:00 AM
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Project Manager - Healthcare- Remote
  • AssistRx
  • St. Louis, MO
  • The Project Manager will be a member of the PMO Team, reporting to the Director of Program Management. The PMO Team lead...
  • 4/18/2024 12:00:00 AM
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Project Manager - Pharmacy - HUB- Remote
  • AssistRx
  • St. Louis, MO
  • The Project Manager will be a member of the PMO Team, reporting to the Director of Program Management. The PMO Team lead...
  • 4/18/2024 12:00:00 AM
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Project Manager - Pharmacy - HUB- Remote
  • AssistRx
  • St. Louis, MO
  • The Project Manager will be a member of the PMO Team, reporting to the Director of Program Management. The PMO Team lead...
  • 4/18/2024 12:00:00 AM
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Customer Success Manager, US REMOTE
  • Samsung SDS America
  • St. Louis, MO
  • Samsung SDS America is currently seeking a Customer Success Manager with a passion for technology and strong customer-fa...
  • 4/17/2024 12:00:00 AM
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Lead Software Engineer - Remote
  • Mindex
  • St. Louis, MO
  • Founded in 1994 and celebrating 30 years in business, Mindex is a software development company with a rich history of de...
  • 4/15/2024 12:00:00 AM
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Project Manager - Pharmacy - HUB- Remote
  • Assistrx
  • Saint Louis, MO
  • The Project Manager will be a member of the PMO Team, reporting to the Director of Program Management. The PMO Team lead...
  • 4/15/2024 12:00:00 AM
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About Saint Peters, Missouri

St. Peters is a city in St. Charles County, Missouri, United States. The 2010 census showed the city's population to be 52,575, tied for 10th place in Missouri with Blue Springs. Interstate 70 passes through the city, providing a major transportation link. In 2008, St. Peters was named the 60th best place to live by Money magazine, putting it at the top in the state of Missouri. It also ranked in Money magazine's Top 100 in 2010 and 2012.The "Rec-Plex" in St. Peters is an award-winning recreation and fitness complex that underwent an $18.5 million expansion in 2007. The city also hosts the cou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,332 to $105,862
Saint Peters, Missouri area prices
were up 0.7% from a year ago
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