Trusts & Estates Administrator — Client-Focused Fiduciary

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Trust Administrator in Global Trusts & Estates to manage accounts under supervision. You will set up records, communicate with beneficiaries and co-trustees, and handle ongoing administration with a focus on risk management and fiduciary duties.

The role emphasizes client servicing, legal and tax knowledge, and teamwork with Trust Officers, wealth advisors and external professionals to deliver comprehensive trust and estate services.

Qualifications

• Bachelor's degree required.
• Experience in trust and estates administration.
• Knowledge of fiduciary products, tax and investments.
• Client servicing and relationship management experience.

Responsibilities

• Open estate or trust accounts with the Account Opening Group.
• Interpret governing instruments and manage records and tax data.
• Analyze Wills and trust documents for tax and admin issues.
• Manage day-to-day administration and client communication.
• Coordinate with tax officers and trust counsel as needed.
• Support Trust Officer in beneficiary records and changes.
• Collaborate with wealth advisors to grow trust services.

Skills

Client servicing

Communication

Time management

Teamwork

Adaptability

Education

Bachelor's degree

JD or CTFA certification

Job description

JPMorgan Chase & Co. in the United States seeks a Trust Administrator in Global Trusts & Estates to manage accounts under supervision. You will set up records, communicate with beneficiaries and co-trustees, and handle ongoing administration with a focus on risk management and fiduciary duties.

The role emphasizes client servicing, legal and tax knowledge, and teamwork with Trust Officers, wealth advisors and external professionals to deliver comprehensive trust and estate services.