Trust & Estate India Professional
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Join J.P. Morgans 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 bachelors 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.
Required Experience:
Unclear Seniority
Key Skills
- EAM
- Economics
- IT Business Analysis
- Information Security
- Android Development
About Company
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 ov ... View more
