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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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