Job Description
You are a strategic thinker passionate about driving solutions in Trust Professional. You have found the right team.
As a Trusts & Estates Professional - Specialist within the Global Trusts & Estates Practice, you will be a strategic thinker, passionate about promoting solutions. You will be part of a team with over 200 years of experience in serving as a corporate fiduciary for families. Your role will involve assisting the Trusts & Estates team in the US with various tasks in the account management process. This is an opportunity to apply your technical experience and ability to interact well with a variety of types of families and team members, delivering exceptional results.
Job Responsibilities:
- Annotate trust governing documents to identify key parties, powers, and provisions.
- Perform QA/QC on account codings to ensure trusts are accurately coded and maintained.
- Obtain current market valuations for assets held in trusts from both internal and external sources to ensure accurate valuation of client assets.
- Update tax codes as necessary to ensure accurate preparation of tax returns.
- Obtain missing tax information and provide it to the tax vendor.
- Review internal and external money movements and update transaction descriptions for clarity, with input from the US-based team.
- Research returned mail and process address changes as needed.
- Set up and update JP Morgan online access for clients as required.
- Set up and maintain client statement addresses to ensure accurate delivery.
Required qualifications, capabilities and skills:
- Bachelor's degree required, legal degree.
- Minimum 3+ years of experience in the financial services industry.
- Exposure to various aspects of managing client information.
- Previous experience in the Trusts & Estates space.
- Experience and interest in working with data and systems.
- Understanding of how various components of data work together.
- Ability to interpret and translate information from emails and documents into data.
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.
