![JPMorgan Chase & Co.](https://media.trabajo.org/img/noimg.jpg)
Trusts & Estates Professional - Analyst
1 month ago
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 interact well with a variety of types of families and individuals.
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 an Assoc. This role will involve assisting the Trusts & Estates team in the US with various tasks in the account management process.
Job 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, 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 People Management/Lead – Mentor and develop junior professionals.Required qualification, skills and capabilities:
Bachelor’s degree required 10+ years of experience in financial services industry with exposure to various aspects of managing client information Technical skills – experience and interest in working with data and systems, understanding how various components of data work together, ability to interpret and translate information in emails/docs into data Problem Solving/Risk Management - takes initiative, exhibits critical analysis and judgment Excellent communication skills - written & verbal (experience in client communications preferred) 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-
Trusts & Estates Professional - Analyst
1 month ago
mumbai, India JPMorgan Chase & Co. Full timeAbout 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, Trust Professional - Associate
1 month ago
Mumbai, India JPMorgan Chase & Co. Full timeWe 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 timeWe 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 timeWe 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
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...
-
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...
-
Associate - Trust & Estate
3 weeks ago
Mumbai, India JPMorgan Chase Bank, N.A. Full timeYou 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...
-
Real Estate Agent
2 weeks ago
Mumbai, India Property Pistol Full timeOrganize, 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
7 days 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...
-
Estate Planner
5 days ago
Mumbai, Maharashtra, India BizaccenKnnect Full timeResponsibilities: Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters Develop and implement strategies to grow the department, enhance client satisfaction,...
-
Real Estate Salesperson
2 months ago
Mumbai, Maharashtra, India N-Tek Consulting Pvt. Ltd. Full timeWe 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 timeOrganize, 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 Broker
2 weeks ago
Navi Mumbai, Maharashtra, India Property Pistol Full timeOrganize, 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
2 weeks ago
Navi Mumbai, Maharashtra, India Property Pistol Full timeOrganize, 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
3 weeks ago
Navi Mumbai, Maharashtra, India Property Pistol Full timeOrganize, 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
2 months 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...
-
Head – Will and Estate Planning
4 weeks ago
mumbai, India Vitasta Consulting Pvt Ltd Full timeExperience & Qualification • 12 to 15 years of experience in wills, estate planning, and trust administration.• Should have a Bachelors degree in Law (LLB). Skills Required • Excellent interpersonal and communication skills.• Strong analytical and problem-solving skills.• Commitment to staying informed on changes in laws and...
-
Head – Will and Estate Planning
2 days ago
mumbai, India Vitasta Consulting Pvt Ltd Full timeExperience & Qualification • 12 to 15 years of experience in wills, estate planning, and trust administration.• Should have a Bachelors degree in Law (LLB). Skills Required • Excellent interpersonal and communication skills.• Strong analytical and problem-solving skills.• Commitment to staying informed on changes in laws and...
-
Head- Will
2 months ago
Mumbai, India 1 Finance Full timeResponsibilities:Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirementsProvide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax mattersDevelop and implement strategies to grow the department, enhance client satisfaction, and...
-
Real Estate Sales Agent
7 days 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...