Trust Administration Specialist - Private Wealth

Fairygodboss; Greenwich (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Greenwich, CT, seeks a Trust Administrative Officer to support the Global Trusts & Estates Practice.

You will work under the supervision of the Trust Officer, helping to open trust accounts and ensure proper setup of records, payments, and tax data. The role requires a bachelor's degree and 3-5 years' experience in trust and estates, with strong fiduciary knowledge and risk awareness.

Qualifications

• Bachelor's degree required.
• 3-5 years' experience in the trust and estates industry.
• Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge.
• Problem Solving / Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment.
• Client Servicing - client knowledge, client relationships, proactive communication.
• Teamwork / Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training.
• Cross Selling and Retention skills
• Strong computer skills including proficiency with trust accounting system.
• Prior corporate trustee experience a plus.

Responsibilities

• Open trust accounts with the Account Opening Group.
• Interpret governing instruments and applicable law for proper setup of account records.
• Communicate with beneficiaries and co-trustees to outline administrative procedures.
• Respond to client issues and prepare for meetings with the Trust Officer.
• Work with Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries.
• Coordinate with Trust Officer on communication of decisions to clients and follow-up actions.
• Oversee day-to-day administration of accounts and manage the account base to minimize issues.
• Review risk and ensure exceptions are addressed.

Skills

Problem Solving / Risk Management

Client Servicing

Teamwork / Personal Effectiveness

Cross Selling / Retention

Communication Skills

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 the Global Trusts & Estates Practice.

You will work under the supervision of the Trust Officer, helping to open trust accounts and ensure proper setup of records, payments, and tax data. The role requires a bachelor's degree and 3-5 years' experience in trust and estates, with strong fiduciary knowledge and risk awareness.