Operations Team Generalist - Trust

The Team Generalist, Trust Operations role offers an opportunity to support the day-to-day administration and operational execution of the Edward Jones Trust Company, helping ensure trust accounts are serviced accurately, efficiently, and in accordance with fiduciary, regulatory, and client service expectations. The position serves as a key operational partner to our Edward Jones Trust Company.

What you will do

Responsible for executing and coordinating operational activities that support trust account management, beneficiary servicing, account maintenance, record keeping, reporting, and transaction processing. Team members help ensure that trust-related activities are completed accurately while delivering a high level of service to clients and business partners.

Responsible for performing multiple operations functions (i.e. processing, service, reconciliation) on a team within the department based on a comprehensive understanding of the work. Within that role, he or she must be proficient at each of the roles, knowing both how and why the work is performed, and must be able to meet regular performance standards for each role.

Serve as a team resource, filling whatever needs exist based on volume, staffing variations, and overall team needs. Participate in and/or lead special projects, both inside and outside of the department, assist with the training of associates, serve as mentor/coach to less skilled associates, serve as workflow coordinator on occasion and identify as well as implement process improvements.

Will require travel between North and South Campus