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 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, 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

· 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

· 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

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