Trust Administration Specialist

JPMorgan Chase & Co.; Greenwich (CT); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Greenwich, CT seeks a Trust Administrative Officer to support trust administration under the Trust Officer.

The role involves opening accounts, interpreting instruments, communicating with beneficiaries, and coordinating with tax and counsel to manage fiduciary duties. The position requires a bachelor’s degree and 3–5 years’ experience in trusts, with strong risk management and client-servicing skills.

Qualifications

• Bachelor’s degree required.
• Experienced in the trust and estates industry.
• Experience administering and supporting trusts including legal, tax and investments knowledge.
• Strong problem solving and risk management capabilities.
• Proactive client servicing and communication.

Responsibilities

• Open trust accounts with the Account Opening Group.
• Interpret governing instruments and ensure proper records.
• Communicate procedures to beneficiaries and co-trustees.
• Respond to client issues and prepare for client meetings.
• Coordinate with tax officers on income, gift, estate taxes.
• Assist with discretionary distributions and approvals.

Skills

Client servicing

Risk management

Communication

Teamwork

Problem solving

Time management

Education

Bachelor’s degree

Tools

Trust accounting system

Job description

JPMorgan Chase & Co. in Greenwich, CT seeks a Trust Administrative Officer to support trust administration under the Trust Officer.

The role involves opening accounts, interpreting instruments, communicating with beneficiaries, and coordinating with tax and counsel to manage fiduciary duties. The position requires a bachelor’s degree and 3–5 years’ experience in trusts, with strong risk management and client-servicing skills.