Trusts & Estates Administrator — Equity Eligible

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

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Trust Administrative Officer to assist the Trust Officer in administering accounts and maintaining strong fiduciary services for high‑net‑worth families. The role requires collaboration with multiple teams to ensure accurate recordkeeping, tax compliance and responsive client service.

The position emphasizes risk management, timely communications to beneficiaries, and coordination with counsel on tax and legal matters, supporting the overall administration of trusts

Qualifications

• Bachelor's degree required.
• 3–5 years' experience in the trust and estates industry.
• Experience in administration and support of trusts with understanding of fiduciary products, including legal, tax and investments knowledge.
• Strong problem solving and risk management能力, decisive and accountable.
• Client servicing skills with proactive communication.
• Teamwork and ability to coach/train and delegate.

Responsibilities

• Open trust accounts with the Account Opening Group.
• Interpret governing instruments and law for proper account setup, including payments, fees and taxes.
• Communicate with beneficiaries and co-trustees about procedures.
• Respond to client issues and participate in client meetings with the Trust Officer.
• Coordinate with Tax Officers on income, gift, estate taxes and generation skipping taxes.

Skills

Problem Solving / Risk Management

Client Servicing

Teamwork / Personal Effectiveness

Cross Selling / Retention

Communication

Time Management

Education

Bachelor's degree

Tools

Trust accounting software

Job description

JPMorgan Chase is seeking a Trust Administrative Officer to assist the Trust Officer in administering accounts and maintaining strong fiduciary services for high‑net‑worth families. The role requires collaboration with multiple teams to ensure accurate recordkeeping, tax compliance and responsive client service.

The position emphasizes risk management, timely communications to beneficiaries, and coordination with counsel on tax and legal matters, supporting the overall administration of trusts