{bc}
Apply
oracle

Wealth Management Solutions, Trust & Estates, Trust Administrator Associate

JPMorgan Chase
Newark, USA
Full-time
Mid
Onsite
Discovered 2 weeks ago

Full Job Posting

Job Responsibilities

  • Work with the Account Opening Group to open estate or trust accounts.
  • Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
  • Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
  • Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
  • Work with Tax Officers and trust counsel to resolve tax issues
  • Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client service.
  • Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
  • Develop, retain and deepen client relationships.
  • Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
  • Required Qualifications, Skills and Capabilities
  • Bachelor’s degree required
  • Relevant years of experience in the trust and estates industry
  • Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
  • Client Servicing – client knowledge, client relationships, proactive communication
  • Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
  • Preferred Qualifications, Skills and Capabilities
  • Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration.
  • Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice
  • J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

Qualifications

  • Bachelor’s degree required

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at JPMorgan Chase

Private Client Banker - Forked River Branch - New Jersey Monmouth Ocean Market

Forked River, USA

Discovered TodayFull-time

Finance & Business Management Vice President - Affluent Branch Banking

Jersey City, USA

Discovered TodayFull-time

Experience Design Vice President - Agentic Treasury

New York City, USA

Discovered TodayFull-time

One Chase Branch Event Strategy Manager - Vice President

Columbus, USA

Discovered TodayFull-time

Part time Associate Banker (30 hours) - Belgrade (New Build) - Belgrade, MT

Belgrade, USA

Discovered TodayPart-time

Relationship Banker - Cleveland East Market - Woodmere, OH

Woodmere, USA

Discovered TodayFull-time

Associate Banker, 30 Hours, Greenville, DE - Greenville Kennett Pike Branch

Greenville, USA

Discovered TodayPart-time

Relationship Banker - Greater Arlington Market - Arlington, TX.

Arlington, USA

Discovered TodayFull-time