Associate - Trust & Estate

3 weeks ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

You are a strategic thinker passionate about driving solutions in Financial services. You have found the right team.

As the Trust and Estate professional in our Wealth Management Solutions Team, you will spend each day defining, refining and delivering set goals for our firm

**Job responsibilities**:

- Annotate Trust governing documents to identify the parties, powers and provisions identified therein
- Perform QA/QC on account codings to ensure trusts continue to be properly coded
- Obtain current market valuations on assets held in trusts from internal and external parties to ensure Trust client assets are properly valued and update tax codes where necessary to ensure tax returns are prepared correctly
- Obtain missing tax information and provide to the tax vendor and review internal/external money movements and update descriptions to clearly explain the transaction (LLCs to Trust, check deposits, payments, etc.) with input from the team in the US
- Research returned mail and address changes
- Set up JP Morgan online access and updates as needed
- Set up and maintain client statement addresses

**Required qualifications, capabilities, and skills**:

- Bachelor's degree required and legal degree preferred
- 5-8 years of experience in financial services industry with exposure to various aspects of managing client information
- Problem Solving/Risk Management - takes initiative, exhibits critical analysis and judgment

**Preferred qualifications, capabilities, and skills**:

- Teamwork/Personal Effectiveness - clear and concise communication, time management, learning and adaptability
- Interpersonal skills - develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Trusts & Estates, Trust Professional - Associate

    2 weeks ago

    Mumbai, India JPMorgan Chase & Co. Full time

    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 an Assoc. This role will involve assisting the Trusts & Estates team in the US with various tasks in the account management process. Job...

  • Trusts & Estates, Trust Professional - Associate

    2 weeks ago

    mumbai, India JPMorgan Chase & Co. Full time

    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 an Assoc. This role will involve assisting the Trusts & Estates team in the US with various tasks in the account management process. Job...

  • Trusts & Estates Professional - Analyst

    1 week ago

    Mumbai, India JPMorgan Chase & Co. Full time

    About Trusts and Estates The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 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...

  • Trusts & Estates Professional - Analyst

    1 week ago

    mumbai, India JPMorgan Chase & Co. Full time

    About Trusts and Estates The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 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...

  • Real Estate Agent

    1 month ago

    Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Salesperson

    4 weeks ago

    Mumbai, Maharashtra, India N-Tek Consulting Pvt. Ltd. Full time

    We are Hiring for Real Estate Sales Manager for one of our client **Experience**: Min 6 Months exp in real estate sales **Location: Panvel, Kharghar, Thane, Ulwe, Andheri, Kandivali** **Duties/Responsibilities**: - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. -...

  • Real Estate Broker

    2 months ago

    Navi Mumbai, Maharashtra, India Property Pistol Full time

    Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and stay up-to-date with...

  • Real Estate Agent

    4 weeks ago

    Navi Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Sales Agent

    1 month ago

    Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Advisor - Estate Planning-estate Planning-estate

    1 month ago

    Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Role - Understanding Estate Planning through Wills and Trusts. Ability to meet and discuss the Estate Planning concept with clients. Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and...

  • Trust and Estates

    3 weeks ago

    Mumbai, India JPMorgan Chase & Co. Full time

    As a Business Associate, you'll drive structure and discipline around each initiative using standard project deliverables and frameworks, including establishing scope and performing detailed business impact analysis in support of management decisions. Additionally, you'll define roles and responsibilities, establish and document requirements, resolve...

  • Trust and Estates

    3 weeks ago

    mumbai, India JPMorgan Chase & Co. Full time

    As a Business Associate, you'll drive structure and discipline around each initiative using standard project deliverables and frameworks, including establishing scope and performing detailed business impact analysis in support of management decisions. Additionally, you'll define roles and responsibilities, establish and document requirements, resolve...

  • Real Estate Sales Agent

    1 month ago

    Navi Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Broker

    1 month ago

    Vashi, Navi Mumbai, Maharashtra, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Broker

    2 months ago

    Ulwe, Navi Mumbai, Maharashtra, India Property Pistol Full time

    Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and stay up-to-date with...

  • Real Estate Agent

    1 month ago

    Kharghar, Navi Mumbai, Maharashtra, India Property Pistol Full time

    Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and stay up-to-date with...

  • Real Estate-associate

    4 weeks ago

    Mumbai, India SCGB Solutions Full time

    **About us**: SCGB Solutions provides specialised recruitment services. Please check the 'about our client column' to know about whom we are hiring for. - Drafting, reviewing and negotiating real estate agreements - Title/property due diligence - Coordinate for registration of property documents - Advising clients about RERA compliances and deal...

  • Senior Associate

    4 weeks ago

    Mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that's at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills and...

  • Senior Associate

    2 weeks ago

    Mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that‘s at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills...

  • Senior Associate

    4 weeks ago

    mumbai, India Vahura Full time

    A leading law firm in Mumbai is seeking Associates/Senior Associates for their Private Client Practice (PCP). This is a fantastic opportunity for lawyers/ Chartered Accountants with 3-7 years of PQE in PCP to join a team that's at the forefront of providing tailored legal services to high-net-worth individuals. The services include estate planning, wills and...