Senior Trusts & Estates Administrator (VP)

Testing Site - JPMC; Newark (DE); Vor Ort; USD 90.000 - 110.000; Vollzeit

Zusammenfassung

J.P. Morgan Asset & Wealth Management seeks a Trust Administrator within the Global Trusts & Estates Practice. You will administer trust and estate accounts, interact with beneficiaries and co-trustees, and support risk management and client service.

This role offers development in a leading fiduciary services team with extensive training and opportunities to work with diverse client portfolios. Join a global leader in wealth management, delivering comprehensive fiduciary services, and

Qualifikationen

• Bachelor's degree required.
• Experience in trust and estates administration, including fiduciary products and tax/investments knowledge.
• Strong client servicing and proactive communication.
• Clear and concise communication, time management, and adaptability.

Aufgaben

• Open estate or trust accounts with the Account Opening Group.
• Interpret governing instruments to set up records, payments, fees, and tax records.
• Communicate with beneficiaries and co-executors or co-trustees.
• Analyze wills and trust documents for legal, tax, admin, and investment issues.
• Manage day-to-day administration and minimize operational issues.
• Collaborate with Tax Officers and trust counsel on tax issues.
• Support Trust Officer to maintain beneficiary information and fiduciary duties.
• Partner with clients' advisors to grow the trust and estate business.

Kenntnisse

Bachelor's degree

Experience in trust & estates

Fiduciary knowledge

Client servicing

Teamwork / communication

Time management

Coaching & training

Ausbildung

Bachelor’s degree (Required)

Advanced degree (JD or CTFA)

Jobbeschreibung

J.P. Morgan Asset & Wealth Management seeks a Trust Administrator within the Global Trusts & Estates Practice. You will administer trust and estate accounts, interact with beneficiaries and co-trustees, and support risk management and client service.

This role offers development in a leading fiduciary services team with extensive training and opportunities to work with diverse client portfolios. Join a global leader in wealth management, delivering comprehensive fiduciary services, and