Executive VP, Trusts & Estates Administration

JPMorgan Chase; Newark (DE); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Trust Administrator within Global Trusts & Estates to ensure proper setup of account records and effective day-to-day administration for a diverse client base. You will work under the Trust Officer, manage communications with beneficiaries, and partner with tax and legal advisors to support fiduciary duties and excellent client service.

Qualified candidates typically hold a Bachelor's degree with experience in trust and estates, fiduciary products, and strong client

Qualifications

• Bachelor's degree required.
• Experience in trust and estates administration and fiduciary products.
• Client servicing with proactive communication.
• Teamwork, time management, and adaptability; coaching and training.

Responsibilities

• Open estate or trust accounts with the Account Opening Group.
• Interpret governing instruments to set up records and tax data; communicate with beneficiaries and co-executors/trustees.
• Analyze wills and trust documents for tax, legal and administrative issues.
• Manage day-to-day administration of accounts and minimize service issues.
• Collaborate with Tax Officers and trust counsel to resolve tax matters.
• Maintain beneficiary information and prudently carry out fiduciary duties for clients.
• Partner with clients' advisors to support wealth management goals.

Skills

Client Servicing

Teamwork

Time Management

Communication

Adaptability

Coaching & Training

Education

Bachelor's degree

Advanced degree / CTFA

Job description

JPMorgan Chase is seeking a Trust Administrator within Global Trusts & Estates to ensure proper setup of account records and effective day-to-day administration for a diverse client base. You will work under the Trust Officer, manage communications with beneficiaries, and partner with tax and legal advisors to support fiduciary duties and excellent client service.

Qualified candidates typically hold a Bachelor's degree with experience in trust and estates, fiduciary products, and strong client