Sr. Trust Training & Development Specialist
Company: EDWARD JONES
Location: Elmwood Park
Posted on: May 9, 2022
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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 management
Solid working understanding of trust law Assist branch team to
identify clients in Trust Company target market Comprehends the
process for onboarding fiduciary accounts Familiarity with Edward
Jones branch team and branch tools Identifies other wealth
management products offered by Edward Jones and how they work with
EJTC services Propose Trust Company solutions based on client needs
Understands the scope of wealth management services Understands
adult learning techniques and how to apply to achieve learning
outcomes or objectives Develops, strengths and fosters
relationships with branch teams, professionals and within the Trust
Company Ability to generate marketing material and update regularly
Develops and delivers training material Client Empathy skills
Provides excellent client service Delivers transparent written and
verbal communication with all parties to relationship Ability to
discern whether EJTC can interpret and administer governing
documents Review and understand estate planning documents Adapt the
terms of governing documents with outside facts and circumstances
to explain any issues with client and branch teams Identify issues
related to wealth management such as tax and financial planning
Ability to recognize and mitigate risk Gather and synthesize data
from internal and external sources Strategize plans to continually
add value to clients and branch teams Distinguishes and makes
recommendation whether the Trust Company can satisfy client
expectation Strong 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
Reserved 2021 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.
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: Salary: $66379 - $109459 Category: Headquarters
Keywords: EDWARD JONES, Cicero , Sr. Trust Training & Development Specialist, Other , Elmwood Park, Illinois
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