VP, Trust Settlement & Estates Leader

Fairygodboss; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust settlements, interact with clients and partners, and manage risk in daily operations.

You will apply fiduciary, legal, accounting and tax concepts, coordinate with counsel and tax teams, and identify cross-selling opportunities while ensuring compliance and accuracy. The role requires 7+ years in trust administration, a Bachelor's degree (JD preferred), and a

Qualifications

• 7+ years of trust administration or settlement experience with direct client interactions.

Responsibilities

• Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.

Skills

Trust administration

Client servicing

Problem solving

Risk management

Time management

Cross selling

Communication

Education

Bachelor's degree

J.D. preferred

Job description

JPMorgan Chase & Co. in New York seeks a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust settlements, interact with clients and partners, and manage risk in daily operations.

You will apply fiduciary, legal, accounting and tax concepts, coordinate with counsel and tax teams, and identify cross-selling opportunities while ensuring compliance and accuracy. The role requires 7+ years in trust administration, a Bachelor's degree (JD preferred), and a