Trust & Estates VP: Global Fiduciary Leader

Aumni; Newark (DE); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP to oversee the administration of trusts, analyze documents for legal, tax, and investment issues, and build relationships with beneficiaries and advisors. You will partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.

Your role supports our Global Trusts & Estates Practice with a focus on fiduciary duties, client service excellence, and regulatory compliance.

Qualifikationen

• Bachelor’s Degree required in a relevant field.
• In-depth knowledge of fiduciary products and services and applicable requirements.
• Minimum of 7 years of experience in Trust business.
• Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation.

Aufgaben

• Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
• Make recommendations regarding discretionary powers exercised as trustee.
• Oversee investment decisions and ensure alignment with investment guidelines.
• Work with Tax Officers and trust counsel to resolve tax issues.
• Address questions raised by beneficiaries, co-trustees and advisors.
• Work in a team-based environment.
• Build relationships with beneficiaries and advisors to support the grantor’s purposes and fiduciary duties.

Kenntnisse

Fiduciary products knowledge

Trust law & taxation knowledge

Experience in Trust business

Relationship development with Benefici

Ausbildung

Bachelor’s Degree

MBA or JD preferred

Jobbeschreibung

JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP to oversee the administration of trusts, analyze documents for legal, tax, and investment issues, and build relationships with beneficiaries and advisors. You will partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.

Your role supports our Global Trusts & Estates Practice with a focus on fiduciary duties, client service excellence, and regulatory compliance.