Trust & Estate India Professional

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.

ABOUT US

JPMorganChase, 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.