Trusts & Estates - Associate

3 weeks ago

Mumbai, India JPMorgan Chase & Co. Full time

Join . Morgan’s Global Trusts & Estates Practice and help shape the future of wealth management. Work with industry leaders to deliver exceptional fiduciary services to families and individuals worldwide. Be part of a team that values expertise, collaboration, and innovation.


As a Trust & Estates Associate within the Global Trusts & Estates Practice, you support the development and review of key resource documents. You collaborate with subject matter experts to ensure procedural accuracy and compliance. You play a vital role in maintaining high standards for our fiduciary services.

Job Responsibilities:

Create resource documents reflecting technical, regulatory, and business process changes. Maintain and update procedures, job aids, letters, and forms as required. Facilitate annual content reviews of all resource documents. Partner with subject matter experts and governance leads for document accuracy. Meet with SMEs to gather insights on procedural changes. Provide assistance in managing system access for team members. Ensure clarity and compliance of all resource documents. Mentor and develop junior professionals within the team. Support the Global Trusts & Estates Practice in meeting governance standards. Coordinate with global colleagues to align documentation practices. Execute multiple priorities efficiently and with attention to detail.

Required Qualifications, Capabilities and Skills:

Hold a bachelor’s degree. Demonstrate at least 6 years of financial services experience managing client information. Exhibit strong leadership and interpersonal skills, including team management. Apply proven experience in developing and maintaining resource documents. Utilize intermediate Microsoft Office and Adobe Acrobat skills. Communicate clearly and concisely in both written and verbal formats. Manage time effectively and work independently or within a team.

Preferred Qualifications, Capabilities and Skills:

Familiarize yourself with global trust statutes and fiduciary regulations. Leverage technical writing expertise for complex documentation. Navigate internal JPM Wealth Management procedure templates and standards. Operate internal JPM systems such as SCRIBE, Connect, Document Tracking System, and ACES. Interpret and translate information from emails and documents into actionable data. Exhibit initiative in problem solving and risk management. Build relationships with colleagues across global teams.

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