Trust & Estates Professional

JPMorganChase • Jackson, WY

5d

About The Position

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.

Requirements

• Exemplary interpersonal skills
• Excellent telephone etiquette
• Superior oral and written communication skills
• 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
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook
• Ability to learn procedures and proprietary software quickly

Nice To Haves

• Prior wealth management and trust or estate management experience preferred
• College degree or equivalent experience preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree