Trust & Estates Professional

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, recognized specifically for our succession planning, advice, and trusts.

About the role

As an Estate Professional, you will support a team of Estate Officers and Administrators in the management of fiduciary accounts. Under their supervision, you will assist in the daily management of 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.

Responsibilities

• Client Engagement – Provide exceptional client service by performing client callbacks, collecting client documentation, and responding to client inquiries and requests.
• Risk & Controls – Adhere to and maintain the firm's controls policies and procedures, 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 in 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
  • 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

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Discretionary incentive compensation (cash and/or forfeitable equity) for eligible roles

Additional details about total compensation and benefits will be provided during the hiring process.