Trusts & Estates Admin Associate - Client-Focused Fiduciary

Testing Site - JPMC; Newark (DE); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

J.P. Morgan Asset & Wealth Management, a global leader in investment and wealth management, seeks a Trust Administrator within the Global Trusts & Estates Practice.

You will assist with opening and maintaining estate or trust accounts, communicate with beneficiaries, and ensure compliant administration under the Trust Officer’s supervision. This role emphasizes risk management, client relationship management, and ongoing professional development within a long-standing corporate fiduciary team

Formación

• Bachelor’s degree required.
• Experience in trust and estates administration, including fiduciary products knowledge.
• Strong client servicing and relationship management skills.
• Clear and concise communication with stakeholders.

Responsabilidades

• Assist with opening estate or trust accounts and maintain record accuracy.
• Interpret governing instruments and applicable law for account setup, payments, and tax records; communicate with beneficiaries and co-executors or co-trustees.
• Review Wills and trust documents for legal, tax, administrative and investment issues; coordinate service delivery.
• Manage day-to-day administration of accounts and proactively address service and operational issues.
• Collaborate with Tax Officers and trust counsel to resolve tax issues.
• Support Trust Officer in maintaining beneficiary information and fiduciary duties to provide superior service.
• Partner with client advisors to grow the trust and estate business and participate in strategy discussions.

Conocimientos

Client servicing

Teamwork

Communication

Time management

Educación

Bachelor’s degree

Descripción del empleo

J.P. Morgan Asset & Wealth Management, a global leader in investment and wealth management, seeks a Trust Administrator within the Global Trusts & Estates Practice.

You will assist with opening and maintaining estate or trust accounts, communicate with beneficiaries, and ensure compliant administration under the Trust Officer’s supervision. This role emphasizes risk management, client relationship management, and ongoing professional development within a long-standing corporate fiduciary team