Estate & Trust Administration Specialist

JPMorganChase; Dallas (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

Retirement savings plan

Tuition reimbursement

Descripción de la vacante

JPMorganChase, a leading global financial services firm, is seeking a Trust Administrator to join the Private Bank and Wealth Management teams. You will open estate or trust accounts, interpret governing instruments, coordinate tax records, and communicate with beneficiaries and co-executors to ensure accurate administration.

The role requires a solid foundation in fiduciary concepts, fiduciary products, and collaboration with tax officers and counsel; ongoing training and career growth are

Formación

• Bachelor's degree required in a related field.
• Experience in administration of trust and estates including fiduciary products.
• Knowledge of fiduciary concepts including tax and investments.

Responsabilidades

• Open estate or trust accounts with the Account Opening Group.
• Interpret governing instruments and applicable law for proper record setup and tax considerations.
• Analyze trusts and provide coordinated administration with beneficiaries and co-executors.

Conocimientos

Trusts & Estates experience

Client relations

Legal knowledge

Tax knowledge

Risk management

Educación

Bachelor's degree in Trusts and Estates or related field

JD/CTFA/paralegal certification

Herramientas

Trust accounting software

CRM systems

Descripción del empleo

JPMorganChase, a leading global financial services firm, is seeking a Trust Administrator to join the Private Bank and Wealth Management teams. You will open estate or trust accounts, interpret governing instruments, coordinate tax records, and communicate with beneficiaries and co-executors to ensure accurate administration.

The role requires a solid foundation in fiduciary concepts, fiduciary products, and collaboration with tax officers and counsel; ongoing training and career growth are