Estate & Trusts VP, Private Wealth

Aumni; Dallas (TX); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Job summary

JPMorgan Chase & Co. in Dallas seeks a Trust Administrator to support the Trusts & Estates practice. You will open accounts, review governing documents, and manage ongoing administration, ensuring fiduciary duties are met with precision and risk controls.

Collaboration with tax officers and external counsel is required. You will develop and deepen client relationships with beneficiaries and advisors, while supporting new business efforts and cross-selling JPM products and services in a complex

Qualifications

• Bachelor's degree required in a relevant field.
• Advanced degree such as JD, CTFA or paralegal cert preferred.
• Experience in trust and estates administration and related fiduciary concepts.
• Ability to analyze legal, tax and investment issues within trusts and estates.

Responsibilities

• Work with the Account Opening Group to open estate or trust accounts.
• Interpret governing instruments and law to set up account records and tax files.
• Analyze Wills and trust documents for legal, tax and investment issues.
• Handle daily administration and proactively manage the account base.
• Use risk management tools to address exceptions and reduce risk.
• Knowledge of trust and estate law and related tax concepts for planning.
• Collaborate with Tax Officers and trust counsel to resolve tax issues.
• Understand internal procedures for distributions and account maintenance.

Skills

Attention to detail

Client service

Risk management

Communication

Education

Bachelor's degree

JD/CTFA/paralegal cert

Job description

JPMorgan Chase & Co. in Dallas seeks a Trust Administrator to support the Trusts & Estates practice. You will open accounts, review governing documents, and manage ongoing administration, ensuring fiduciary duties are met with precision and risk controls.

Collaboration with tax officers and external counsel is required. You will develop and deepen client relationships with beneficiaries and advisors, while supporting new business efforts and cross-selling JPM products and services in a complex