Trusts & Estates VP - Strategic Fiduciary & Client Growth

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

Job summary

J.P. Morgan Asset & Wealth Management in Newark, Delaware seeks a Trust Administrator to support the Global Trusts & Estates Practice. You will set up account records, communicate with beneficiaries, and manage day-to-day trust administration under supervision, ensuring accuracy and compliance.

This role emphasizes risk management, client relationship management, and professional development within a team known for fiduciary excellence across a diverse client base.

Qualifications

• Bachelor’s degree required.
• Experience in the administration and support of trust and estates.
• Understanding fiduciary products, tax and investments knowledge.
• Client servicing – client knowledge and proactive communication.
• Teamwork and time management – clear and concise communication.

Responsibilities

• Open estate or trust accounts with guidance from the Account Opening Group.
• Interpret governing instruments and tax records for proper set-up; communicate with beneficiaries/co-executors.
• Analyze wills and trust documents for legal, tax, administrative and investment issues.
• Handle ongoing day-to-day administration and proactively manage account base.
• Collaborate with Tax Officers, trust counsel, and other advisors to fulfill fiduciary duties.
• Develop, retain and deepen client relationships and support wealth management goals.

Skills

Client servicing

Communication

Teamwork

Time management

Education

Bachelor's degree in related field

Advanced degree (JD/CTFA) preferred

Job description

J.P. Morgan Asset & Wealth Management in Newark, Delaware seeks a Trust Administrator to support the Global Trusts & Estates Practice. You will set up account records, communicate with beneficiaries, and manage day-to-day trust administration under supervision, ensuring accuracy and compliance.

This role emphasizes risk management, client relationship management, and professional development within a team known for fiduciary excellence across a diverse client base.