See more Collapse

Trusts & Estates, Trust Professional - Associate

1 month ago

Goregaon Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
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.

**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
- 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
- People Management/Lead - Mentor and develop junior professionals.

**Required qualification, skills and capabilities**:

- Bachelor’s degree required and legal degree preferred
- 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
- Teamwork/Personal Effectiveness - clear and concise communication, time management, learning and adaptability
- Exceptional relationship management skills - with the ability to liaise with internal and external partners
- Strong leadership skills, including 3-4 years of prior experience managing teams.
- 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.

We have other current jobs related to this field that you can find below

  • Trusts & Estates, Trust Professional - Associate

    1 month 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

    1 month 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

    3 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...

  • Associate Trust and Estate

    2 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...

  • Trusts & Estates Professional - Analyst

    1 month 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 month 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...

  • 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...

  • Trust Support Specialist

    2 weeks ago

    Mumbai, India JPMorgan Chase & Co. Full time

    Role OverviewWe 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...

  • 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...

  • Trust Lawyer

    1 day ago

    Mumbai, India Amicorp Group Full time

    Amicorp has a vacancy for a Senior Account Manager (Trust Services), the role will require the individual to manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the...

  • Trust Lawyer

    6 days ago

    Mumbai, Maharashtra, India Amicorp Group Full time

    Amicorp has a vacancy for a Senior Account Manager (Trust Services), the role will require the individual to manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the...

  • Trust Lawyer

    7 days ago

    mumbai, India Amicorp Group Full time

    Amicorp has a vacancy for a Senior Account Manager (Trust Services), the role will require the individual to manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the...

  • Trust Lawyer

    1 week ago

    Mumbai, India Amicorp Group Full time

    Amicorp has a vacancy for a Senior Account Manager (Trust Services), the role will require the individual to manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the...

  • Trust and Estates

    2 weeks ago

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

    **JOB DESCRIPTION** 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...

  • Beyond Trust

    5 days ago

    Wagle Estate, Thane, Maharashtra, India IVIN Hr services Full time

    Dear All, We have urgent opening for Beyond trust for IT Company. Location - Thane west (Wagle estate) - Design, implement, and manage Beyond Trust Privileged Access Management (PAM) solutions to secure privileged accounts and access to critical systems. - Implement Lifecycle Provisioning processes for Joiner, Mover, Leaver (JML) scenarios to automate user...

  • Trust Support Specialist

    7 days ago

    Mumbai, India JPMorgan Chase & Co. Full time

    Role OverviewWe 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...

  • Trust Support Specialist

    1 week 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...

  • JP Morgan Chase

    5 days ago

    Mumbai, India JP Morgan Chase Full time

    Description: 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...

  • Advisor - Estate Planning-estate Planning-estate

    7 days 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

    2 months 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...