JPMorgan Chase & Co. is hiring a Trust Administrator to join its Global Trusts & Estates Practice. In this role, you will play a crucial part in delivering high-quality trust and estate services, working under the supervision of a Trust Officer to administer accounts, communicate with beneficiaries, and ensure proper procedural set-up.
What You'll Do
- Work with the Account Opening Group to open estate or trust accounts.
- Interpret governing instruments and applicable law to ensure proper account record set-up, including payments, fee schedules, 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 service delivery.
- Handle ongoing day-to-day administration of accounts and proactively manage your account base to avoid and minimize service and operational issues.
- Work with Tax Officers and trust counsel to resolve tax issues.
- Assist the Trust Officer in maintaining current information on beneficiaries and their changing needs and circumstances.
- Assist the Trust Officer in partnering with the client's other advisors, such as attorneys and accountants.
- 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, participating in team discussions and strategy.
What We're Looking For
- A Bachelor's degree is required.
- Relevant years of experience in the trust and estates industry.
- Experience in the administration and support of trusts and estates, including a general understanding of fiduciary products and concepts and legal, tax, and investment knowledge.
- Strong client servicing skills, including client knowledge, client relationships, and proactive communication.
- Proven teamwork and personal effectiveness, including clear and concise communication, time management, adaptability, and coaching and training abilities.
Nice to Have
- Knowledge of trust and estate law, income, transfer, and generation-skipping taxation, with the ability to apply that knowledge to post-mortem planning exercises and account administration.
- An advanced degree such as a JD, an industry certification such as the Certified Trust and Financial Advisor (CTFA), or a paralegal certificate with paralegal experience in a trust and estate practice.
Team & Environment
You will work under the supervision of the Trust Officer within the Global Trusts & Estates Practice.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
