Wealth Advisory Associate: Trust & Client Support

Next Frontier Capital; Worcester (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan’s International Wealth Advisory group seeks an Associate to support the Wealth Advisory team and clients of the Private Bank. This role collaborates with Wealth Advisors, bankers, and fiduciary teams to manage trust structures and client materials.

The associate will prepare client-ready presentations, track metrics, and assist with events and onboarding processes, ensuring policy compliance and cross-functional coordination. Strong organization and independence are essential.

Qualifications

• 5+ years in a private bank, trust company, or law firm.
• Paralegal, trust administrator, trust officer or accountant background is a plus.
• General understanding of wealth planning for individuals and families.
• Proficiency in MS Office; adaptable to new systems.
• Ability to work independently with minimal supervision.
• Keen interest to learn and grow with Wealth Advisors.

Responsibilities

• Maintain inventories of trust structures and manage records, repositories, and templates for Wealth Advisory.
• Prepare client-ready presentations and marketing materials, including versions in Chinese where required.
• Track caseloads and performance metrics; deliver regular pipeline and activity reports.
• Support advisor-led client and prospect events with logistics and materials.
• Serve as liaison with International Trust Services for new trust onboarding.
• Maintain regular touchpoints with Wealth Advisors on complex matters.
• Support restructurings and trust reviews; coordinate follow-ups with fiduciary officers and external counsel.
• Address advisor queries on internal policies; provide day-to-day support to Wealth Advisors and team.

Skills

Independent work

Learning mindset

Communication

Adaptability

Education

Local regulatory qualification or license

Tools

MS Office

Job description

J.P. Morgan’s International Wealth Advisory group seeks an Associate to support the Wealth Advisory team and clients of the Private Bank. This role collaborates with Wealth Advisors, bankers, and fiduciary teams to manage trust structures and client materials.

The associate will prepare client-ready presentations, track metrics, and assist with events and onboarding processes, ensuring policy compliance and cross-functional coordination. Strong organization and independence are essential.