Sr. Trust Training & Development Specialist
Company: Edward Jones
Location: Belleville
Posted on: May 15, 2022
Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.The Edward Jones Trust Company exists to help clients and
branch teams understand and achieve their unique financial and
estate planning goals by supporting and partnering with their
Client Teams and representing the Edward Jones Trust Company. The
Sr. Trust Training & Development Specialist will serve as subject
matter expert in trust services. The Sr. Trust Training &
Development Specialist will develop and deliver estate planning and
EJTC training material for branch teams and internal stakeholders.
The Sr. Trust Training & Development Specialist will develop and
update marketing content for the Edward Jones Trust Co. In
addition, the Sr. Trust Training & Development Specialist will
assist with general inquiries from branch teams regarding general
estate planning, client identification, and investment topics. The
purpose behind the activities of the Sr. Trust Training &
Development Specialist are to drive new business to the Trust
Company where appropriate.
Key Responsibilities
Understands trust administration and
estate planning concepts Investment knowledge of portfolio
managementSolid working understanding of trust law Assist branch
team to identify clients in Trust Company target marketComprehends
the process for onboarding fiduciary accounts Familiarity with
Edward Jones branch team and branch toolsIdentifies other wealth
management products offered by Edward Jones and how they work with
EJTC servicesPropose Trust Company solutions based on client
needsUnderstands the scope of wealth management servicesUnderstands
adult learning techniques and how to apply to achieve learning
outcomes or objectivesDevelops, strengths and fosters relationships
with branch teams, professionals and within the Trust
CompanyAbility to generate marketing material and update regularly
Develops and delivers training
materialClient Empathy skillsProvides excellent client
serviceDelivers transparent written and verbal communication with
all parties to relationship Ability to discern whether EJTC can
interpret and administer governing documentsReview and understand
estate planning documentsAdapt the terms of governing documents
with outside facts and circumstances to explain any issues with
client and branch teamsIdentify issues related to wealth management
such as tax and financial planningAbility to recognize and mitigate
risk Gather and synthesize data from internal and external
sourcesStrategize plans to continually add value to clients and
branch teamsDistinguishes and makes recommendation whether the
Trust Company can satisfy client expectationStrong Presentation
Skills
- Bachelor's Degree required
- 3-5 years of experience in Trust Co. relationship management,
trust administration or related legal or financial services
experience required;
- Extensive knowledge of fiduciary, gifting, investment, estate
and income taxation principles and techniques;
- Must have excellent written and verbal communication skills and
interpersonal skills in order to interact with financial advisors,
clients and other professionals.
- Demonstrate critical thinking skills and ability to use
discretion on highly complex situations.
-
- 2021 FORTUNE 100 Best Companies to Work For By Great Place to
Work and FORTUNE Magazine Edward Jones was named No. 20 on the
list.
- From FORTUNE 2021 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.2021 Corporate Equality Index
Edward Jones joins the ranks of 767 major U.S. businesses that
received top marks in the Foundation s 19th annual scorecard on
LGBTQ workplace equality.
From The Human Rights Campaign. All
Rights Reserved2021 Training Top 100 list - Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on
this prestigious list.J.D. Power, 2021 Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Satisfaction Study.
Edward Jones received the highest
score among employee advisors in the J.D. Power 2007,2008, 2010,
2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of
employee advisors satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information.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. 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:
Salary: $66379 - $109459
Category: Headquarters
Keywords: Edward Jones, Belleville , Sr. Trust Training & Development Specialist, Other , Belleville, Illinois
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