As a Trust and Estates Analyst, you will support fiduciary administration, maintain accurate records, and communicate with stakeholders in a fast-paced environment.
Job Description
Join a world-class team at J.P. Morgan, where your expertise helps shape the future of wealth management. Be part of a dynamic environment that values innovation, collaboration, and personal growth. Make a meaningful impact by supporting international trust services for high-net-worth clients.
As an Analyst in the Trusts & Estates team, you deliver essential support for fiduciary administration and account management. You collaborate with colleagues in the USA to ensure seamless execution of trust-related activities. You contribute to the success of our clients by maintaining accurate records and facilitating key financial transactions.
Job Responsibilities
Required Qualifications, Capabilities and Skills
Preferred Qualifications, Capabilities and Skills
About Us
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join a world-class team at J.P. Morgan, where your expertise helps shape the future of wealth management. Be part of a dynamic environment that values innovation, collaboration, and personal growth. Make a meaningful impact by supporting international trust services for high-net-worth clients.
As an Analyst in the Trusts & Estates team, you deliver essential support for fiduciary administration and account management. You collaborate with colleagues in the USA to ensure seamless execution of trust-related activities. You contribute to the success of our clients by maintaining accurate records and facilitating key financial transactions.
Job Responsibilities
- Execute instructions for opening and maintaining bank and investment accounts.
- Prepare subscription and redemption requests for private equity arrangements.
- Update databases with financial transactions, tax, valuations, and trust party data.
- Dispatch introductory packages to relevant trust parties.
- Draft letters and instructions for credit requests and terminations.
- Communicate status updates to stakeholders for support activities.
- Coordinate with US-based Trusts & Estates team for task execution.
- Maintain accurate documentation for all trust-related activities.
- Respond promptly to routine transaction requests.
- Ensure compliance with internal policies and procedures.
- Support process improvements within fiduciary administration.
Required Qualifications, Capabilities and Skills
- Hold a college degree in a relevant field.
- Demonstrate at least 2 years of experience in financial services.
- Exhibit strong interpersonal and communication skills.
- Apply organizational and analytical abilities to daily tasks.
- Manage multiple priorities efficiently in a fast-paced environment.
- Collaborate effectively with global teams.
- Uphold high standards of accuracy and attention to detail.
Preferred Qualifications, Capabilities and Skills
- Possess international trust administration experience.
- Understand legal, tax, and financial concepts related to trusts.
- Utilize advanced database management skills.
- Communicate professionally with diverse stakeholders.
- Adapt quickly to changing business needs.
- Contribute innovative ideas for process enhancement.
- Support cross-functional projects within wealth management.
About Us
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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