15h Left Trust

2 weeks ago


Mumbai, India JP Morgan Chase & Co. Full time

Job Description Join J.P. Morgan's Wealth Management Trusts & Estates team and help deliver world-class fiduciary services to our clients. Be part of a global leader in financial services, known for innovation and excellence. Advance your career in a collaborative, high-performing environment. As a Trust Professional Associate within the Trusts & Estates team, you will play a key role in supporting account management processes. You will collaborate with US-based teams to ensure accurate documentation, asset valuation, and client service. You will contribute to the delivery of high-quality fiduciary solutions for our clients. Job Responsibilities: - Annotate trust documents to identify parties, powers, and provisions. - Perform quality assurance on account codings for accuracy. - Obtain market valuations for trust assets from various sources. - Update tax codes to support correct tax return preparation. - Gather and provide missing tax information to vendors. - Review and update transaction descriptions for money movements. - Research and resolve returned mail and address changes. - Set up and maintain JP Morgan online access for clients. - Manage client statement addresses and updates. - Mentor and develop junior team members. - Collaborate with US teams to ensure seamless account management. Required Qualifications, Capabilities and Skills: - Hold a bachelor's degree in a relevant field. - Demonstrate at least 12 years of financial services experience. - Exhibit strong technical skills in data and systems management. - Apply critical thinking to solve problems and manage risks. - Communicate clearly and manage time effectively. - Build and maintain relationships with internal and external partners. - Lead teams with 3 years of management experience. Preferred Qualifications, Capabilities and Skills: - Possess a legal degree or background in law. - Display experience in Trusts & Estates operations. - Utilize advanced data interpretation and translation skills. - Adapt quickly to changing business needs. - Guide junior professionals in their development. - Coordinate with global teams for best practices. - Manage complex client information with attention to detail.



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