Wealth Advisory Associate — Trust & Onboarding Support

J.P. Morgan; Worcester (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan is seeking an Associate to support the Wealth Advisory Team and clients within the Private Bank.

The role involves maintaining trust inventories, preparing client materials (including Chinese versions), and tracking caseloads and metrics in alignment with controls and compliance. The Associate will liaise with International Trust Services for onboarding, provide day-to-day support to Wealth Advisors, bankers, and analysts, and help with restructurings and periodic trust reviews as

Qualifications

• Minimum 5 years of experience in a similar role in a private bank, trust company, or law firm.
• Paralegal, trust administration, trust officer or accountant experience is a plus.
• General understanding of wealth planning and advisory matters for individuals and families.
• Proficiency in MS Office; able to adapt to new systems and technologies.
• Ability to work independently with minimal supervision in a team.

Responsibilities

• Maintain inventories of existing trust structures and manage records/templates for Wealth Advisory.
• Prepare client-ready presentations and marketing materials, including versions in Chinese.
• Track caseloads and deliver pipeline and activity reports in line with control and compliance requirements.
• Support Wealth Advisor–led client and prospect events with logistics and materials.

Job description

J.P. Morgan is seeking an Associate to support the Wealth Advisory Team and clients within the Private Bank.

The role involves maintaining trust inventories, preparing client materials (including Chinese versions), and tracking caseloads and metrics in alignment with controls and compliance. The Associate will liaise with International Trust Services for onboarding, provide day-to-day support to Wealth Advisors, bankers, and analysts, and help with restructurings and periodic trust reviews as