1+ months

Unique Asset Specialist, TRUST (US Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Unique Asset Specialist manages Edward Jones Trust Company's unique asset holdings, end to end (pre-acceptance review, ongoing maintenance, and sales/conveyances). Unique assets may include, but are not limited to, real estate, mineral/oil/gas interests, promissory notes, closely held business interests, loans, vehicles, collections or collectibles, and tangible personal property owned by a trust under EJTC's administration. The unique assets are located across the US and the position is responsible for remotely managing these assets and transactions with and through appropriate third-party relationships.
*Responsibilities:*
* Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable;
* Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties;
* Conducting periodic asset reviews as required by regulation, policy or procedure;
* Selecting third parties, such as real estate agents, attorneys, landmen, appraisers, business valuation experts, locksmiths, general contractors for repair work, etc.
* Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals;
* For trust owned real estate, determining the listing price and marketing strategy, including reviewing and interpreting Comparative Market Analysis (CMA) in order to make appropriate recommendations;
* Supporting measurements tracking and reporting to leadership.


* College Degree strongly preferred. Certifications, licenses, or experience in unique asset management required;
* At least 5 years' experience in unique asset/fiduciary-related work;
* Advanced knowledge of at least one asset class required (i.e., real estate, oil and gas, closely held businesses, promissory notes, etc.).
* Significant experience managing vendor relationships and accompanying SLAs;
* Knowledge of fiduciary principles and basic ability to interpret trust and other estate planning documents;
* Ability to rely upon experience to solve problems and assess risk issues;
* Strong written and verbal communication skills in order to speak with attorneys, valuation experts, appraisers, and other vendors;
* Ability to use multiple data systems and navigate the internet to obtain information relevant to trust properties.


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-09-17 Expires: 2021-12-27
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Unique Asset Specialist, TRUST (US Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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