Asset & Wealth Management- Trust Administrator

Overview

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, offering services across equities, fixed income, alternatives, multi‑asset and money market funds, as well as retirement products, brokerage, and banking services.

• Work with the Account Opening Group to open estate or trust accounts.
• Interpret governing instruments and applicable law to ensure the proper set‑up of account records, including payments, fee schedules and tax records, and communicate with beneficiaries and co‑executors or co‑trustees to outline administrative procedures.
• Analyze wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
• Handle ongoing day‑to‑day administration of accounts and proactively manage the account base to avoid and minimize service and operational issues.
• Work with Tax Officers and trust counsel to resolve tax issues.
• Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances to prudently carry out fiduciary duties and provide superior client service.
• Assist the Trust Officer to partner with clients’ other advisors (attorney, accountant) and maintain a respected reputation within the external professional advisor community.
• Develop, retain and deepen client relationships.
• Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business, participating in strategy around structuring, pricing and closing trust and estate services, including estates, family trusts, charitable trusts and specialized Delaware trusts.

• Bachelor’s degree required.
• Relevant years of experience in the trust and estates industry.
• Experience in the administration and support of trust and estates with general understanding of fiduciary products and concepts, including legal, tax and investment knowledge.
• Client servicing – client knowledge, client relationships and proactive communication.
• Teamwork / Personal effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training.

• Knowledge of trust and estate law, income, transfer and generation‑skipping taxation, with ability to apply that knowledge to post‑mortem planning exercises and account administration.
• Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice.

We offer a competitive total rewards package that may include base salary, commission‑based pay and discretionary incentive compensation, cash and equity awards, and a range of benefits such as comprehensive health care coverage, onsite health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

We are an equal opportunity employer that does not discriminate on the basis of 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 make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.