AWM Workplace Solutions Trust Administration - Trust Officer - Vice President

JPMorgan Chase & Co.; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading global financial services firm is seeking a Trust Officer to manage trusts and ensure compliance with fiduciary and regulatory requirements. The ideal candidate should possess strong leadership and communication skills, a solid understanding of corporate structures, and experience in Employee Benefit Trusts. This role involves overseeing asset movements and maintaining governance documentation, ensuring operations are in the beneficiaries' best interests.

Qualifications

• Bachelor’s Degree required; MBA or advanced degree preferred.
• Deep knowledge of fiduciary products, legal, tax, and regulatory requirements.
• Experience in Employee Benefit Trusts, either in a fiduciary role or law firm.

Responsibilities

• Manage bank, custodian, and brokerage accounts, ensuring compliance.
• Oversee asset movements and fiduciary responsibilities.
• Maintain governance documentation and ensure policy adherence.
• Review compliance with tax registration and reporting requirements.
• Coordinate share plan activities and reporting.

Skills

Leadership skills

Excellent communication

Understanding of corporate structures

Regulatory compliance expertise

Understanding of trust and equity plan management

Education

Bachelor’s Degree

MBA or advanced degree

Job description

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AWM Workplace Solutions Trust Administration - Trust Officer - Vice President, London

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 3bcd3f4735f9

Job Views: 7

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

Role Description

The Trust Officer is responsible for administering trusts within the JP Morgan Chase Workplace Solutions trust companies – Global Shares Trustee Ireland Limited (GSTIL) and GS Trustee (UK) Limited (GSTUKL). They will work closely with Sales, Customer Relationship Management, Implementations, AML/KYC, Equity Plan Management, Tax Operations, and Reconciliations to manage the creation and operation of the trusts.

Trust Officers ensure that GSTIL and GSTUKL fulfill their duties as trustees and meet fiduciary and regulatory requirements. The ideal candidate will have strong leadership skills, excellent communication, a good understanding of corporate structures and fiduciary responsibilities, regulatory compliance expertise, and a detailed understanding of trust and equity plan management.

Key Responsibilities

• Manage bank, custodian, and brokerage accounts, including decisions on signatories and terms.
• Oversee asset movements, ensuring compliance with legal and regulatory standards.
• Maintain detailed records and documentation for trust activities and asset management.
• Ensure fiduciary responsibilities are met and trust operations are in the beneficiaries' best interests.
• Coordinate with legal, compliance, and client service teams to ensure proper documentation and adherence to policies.

Board Administration

• Maintain governance documentation, including minutes and resolutions.
• Ensure decisions are in accordance with the trust deed and in beneficiaries' best interests.

Tax Operations Oversight

• Review and ensure compliance with tax registration and reporting requirements.

Plan Management

• Coordinate with teams to ensure accurate data and reporting of share plan activities.

Educational

• Commit to ongoing personal development and training in fiduciary practices.

Qualifications and Skills

• Bachelor’s Degree required; MBA or advanced degree preferred.
• Deep knowledge of fiduciary products, legal, tax, and regulatory requirements.
• Experience in Employee Benefit Trusts, either in a fiduciary role or law firm.