Wealth Advisory Associate — Trust & Onboarding Support
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-09-03
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan is seeking an Associate to support the Wealth Advisory Team and clients within the Private Bank.
The role involves maintaining trust inventories, preparing client materials (including Chinese versions), and tracking caseloads and metrics in alignment with controls and compliance. The Associate will liaise with International Trust Services for onboarding, provide day-to-day support to Wealth Advisors, bankers, and analysts, and help with restructurings and periodic trust reviews as
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×