Trust Support Specialist

2 weeks ago

Mumbai, India JPMorgan Chase & Co. Full time
Role Overview
We are looking for a dynamic individual, with a keen interest in understanding various aspects of the Trusts & Estates business, and delivering exceptional results, to join our Trusts & Estates team in Mumbai, India as Vice President. This role will involve assisting the Trusts & Estates team in the Bahamas & Singapore with various tasks in fiduciary administration.
Job Responsibilities:
Executes instructions for the opening and general maintenance of internal and external bank and investment accounts.
Prepares subscription and redemption requests for private equity, and similar arrangements.
Database update and maintenance related to financial transactions, tax, valuations, and trust party data.
Prepare and dispatch introductory packages to relevant trust parties.
Draft letters and instructions for credit requests, terminations and other routine transactions.
Leads stakeholder reporting and status updates for support activities.
People Management
Coach and mentor junior professionals & associate
Required qualification, skills and capabilities:
Minimum 11+ years’ experience working in the Financial Services Industry
International trust administration experience a plus
A solid understanding of related legal, tax and financial concepts also preferred
Strong interpersonal, communication (written and oral), organizational and analytical skills are essential
Problem Solving/Risk Management - takes initiative, exhibits critical analysis and judgment
Excellent communication skills - written & verbal (experience in client communications preferred)
Exceptional relationship management skills - with the ability to liaise with internal and external partners
Strong leadership skills, including 4-6 years of prior experience managing teams
Interpersonal skills - develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice

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