Wealth Management Solutions, Trust & Estates, Estate Professional Associate

This is a great opportunity to grow and develop your career in estate management for a top bank. 

Job Summary:

As an Estate Professional within our Wealth Management Solutions, Trust & Estates team, you will have the opportunity to support and work closely with a team of Estate Officers and Administrators. You will play a key role in managing fiduciary accounts, assisting in the daily operations of the estate, and terminating trust accounts. This role will allow you to showcase your skills in performing diverse administrative functions that require confidentiality, initiative, thoughtfulness, and follow-through. 

Job Responsibilities:

• Provide exceptional client service while performing client call backs, collection of client documentation, responding to client inquiries and requests

• Adhere to and maintain the firm’s controls policies and procedure as well as protecting client assets against fraud

• Partner with Estate Officers and Estate Administrators in all aspects of estate administration, including approval of transaction processing and preparation of trust, estate and financial specific documents. Understand the estate disposition process and proactively engage Estate Professional responsibilities

• Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

 

Required qualifications, capabilities and skills: 

• College degree or equivalent experience 

• Exemplary interpersonal skills

• Superior oral and written communication skills

• Strong initiative, energy and confidence to complete projects with limited supervision

• Good judgment and discretion, as Estate Professionals work with highly confidential information

• Must exhibit a high degree of motivation, sense of urgency and professional demeanor

• Skilled at multi-tasking and managing priorities effectively

• Ability to develop and maintain collaborative relationships both internally and with external clients

• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook

• Ability to learn procedures and proprietary software quickly

 

Preferred qualifications, capabilities and skills:

• Prior wealth management and trust or estate management experience 

 

 

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans