Trusts & Estates Professional - Associate

You are a strategic thinker passionate about driving solutions in Trust Services. You have found the right team.

As a Trusts & Estates Professional - Associate within our Trusts & Estates team, you will be a strategic thinker passionate about promoting solutions in Trust Services. You will be assisting the Trusts & Estates team in the US with various tasks in the account management process. This role provides an opportunity to understand various aspects of the Trusts & Estates business and deliver exceptional results.

Job Responsibilities: 

• Execute instructions for opening and maintaining bank and investment accounts.
• Prepare subscription and redemption requests for private equity and similar arrangements.
• Update and maintain databases related to financial transactions, tax, valuations, and trust party data.
• Prepare and dispatch introductory packages to relevant trust parties.
• Draft letters and instructions for credit requests, terminations, and routine transactions.
• Lead stakeholder reporting and provide status updates for support activities.
• Manage people by coaching and mentoring junior professionals.

Required qualifications, capabilities and skills

• Minimum of 8+ years of experience in the Financial Services Industry.
• Possess international trust administration experience
• Understand related legal, tax, and financial concepts
• Demonstrate strong interpersonal, communication, organizational, and analytical skills.
• Take initiative in problem-solving and risk management, exhibiting critical analysis and judgment.
• Manage relationships exceptionally, liaising effectively with internal and external partners.
• Exhibit strong leadership skills with 3-4 years of experience managing teams.
• Develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.