Associate Trust and Estate

5 months ago

Goregaon East Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in **“Trust & Estate ”.** You have found the right team

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

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 interact well with a variety of types of families and individuals.

In this role you will assist the Trusts & Estates team in the US with various tasks in the account management process.

**Responsibilities**:

- 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
- Update tax codes where necessary to ensure tax returns are prepared correctly
- Obtain missing tax information and provide to the tax vendor
- 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
- Perform sworn documents reviews
- Mentor and develop junior professionals.

**Required qualifications, capabilities and skills**
- Minimum 7+ 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
- Excellent communication skills - written & verbal (experience in client communications )
- Strong leadership skills, including 3-4 years of prior experience managing teams
- Exceptional relationship management skills - with the ability to liaise with internal and external partners
- Interpersonal skills - develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice
- Previous experience working in the Trusts & Estates space a plus

**ABOUT US**

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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