Senior Unique Asset Specialist

Team Overview:
In the Special Assets team at Edward Jones Trust Company (EJTC), you will focus on delivering Human Centered Complete Wealth Management in the context of managing client unique assets.

What You'll do:
As a Unique Asset Specialist, you will manage EJTC's unique asset holdings, end to end (pre-acceptance review, ongoing maintenance, and sales/conveyances). Unique assets may include, but are not limited to, 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 through appropriate third-party relationships. More specifically, you will be responsible for:

• 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
• Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals
• View the resource of time in a strategic manner, allocating such resources across all priorities as they shift day to day.
• Responsible for the oversight of Closely Held Assets that are held in Trust and collection of financial documents on a regular basis
• Oversee and monitor the activities of Closely Held Assets, knowledge in financial statement analysis, investment valuation methods, and oversight of the governing agreement and corporate organizational documents
• Perform annual reviews for each Closely Held Asset
• Completes due diligence for new business that new business and determines a plan for administration
• Collaborates with internal partners on transfers, distributions, and sale of Closely Held Assets

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $84100
Hiring Maximum: $143100

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Skills/Requirements

What Experience You Need:

• 5+ years' experience in the management of unique assets, with advanced knowledge of at least one asset class
• Must have 3-5 years' experience in management of Closely Held Assets
• Significant experience managing vendor relationships and accompanying Service Level Agreements
• Knowledge of fiduciary principles and basic ability to interpret trust and other estate planning documents
• Knowledge in financial statement analysis, investment valuation methods, corporate organizational documents, and all aspects of corporate governance
• Excellent written and verbal communication skills 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 Unique Assets

What could set you apart:

• College Degree strongly preferred
• Real Estate Salesperson License
• Certifications, licenses, or experience in unique assets management required

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.