Trust & Estates Professional

at JPMorgan Chase in Jackson, Wyoming, United States

Job Description

$2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of

the worlds most prominent corporate, institutional and government clients. We are a leader in asset

management, wealth management, investment banking, private equity, financial services for consumers,

financial transaction processing, small business and commercial banking.

The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial

solutions that integrate sophisticated investment management, capital markets, trusts & estates and

banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall

private banking services by Euromoney, and we have been specifically recognized for our succession

planning, advice and trusts.

Trusts & Estates services and capabilities are an integral part of the Private Bank’s offering to

clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important

that our Trusts and Estates services are delivered by the most capable people, with technical experience

as well as the ability to interact well with a variety of types of families and individuals.

As an Estate Professional, you will support a team of Estate Officers and Administrators in the

management of fiduciary accounts. Under their supervision, the Estate Professional assists in the daily

management of the estate and terminating trust accounts in accordance with the Bank’s fiduciary

responsibilities as trustee and executor. You will perform diverse administrative functions requiring

confidentiality, initiative, thoughtfulness, and follow-through.

CORE RESPONSIBILITIES:

- Client Engagement – provide exceptional client service while performing client call backs,

collection of client documentation, responding to client inquiries and requests

- Risk & Controls – adhere to and maintain the firm’s controls policies and procedure as well as

protecting client assets against fraud

- Estate Administration – 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

- Partnership – effectively collaborate with respective client facing teams and internal business

groups to deliver and execute client transactions

QUALIFICATIONS:

Communication

- Exemplary interpersonal skills

- Excellent telephone etiquette

- Superior oral and written communication skills

Work Ethic

- Ability to handle complex and challenging situations from origination to completion

- 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

- Ability to adapt to a rapidly changing and fast paced business and technology environment

- Ability to identify and escalate issues

Technology

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

- Ability to learn procedures and proprietary software quickly

Experience and Education

- Prior wealth management and trust or estate management experience preferred

- College degree or equivalent experience preferred

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans