Top 14 Trust administrator associate Jobs in Wyoming

Trust Administrator Associate
JPMorganChase —Jackson, WY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
6d
Systems Administrator
Blue Cross Blue Shield of Wyoming —Cheyenne, WY
- Full-time
- Hybrid work
- Background check
- Azure
- Mid-level
- Paid holidays
- Health insurance
Cloud Administrator
Blue Cross Blue Shield of Wyoming —Cheyenne, WY
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Information Systems Security Officer (ISSO) II
General Dynamics Information Technology —Cheyenne, WY
- $88,400 - $119,600 a year
- Ability to lift 50 pounds
- Travel
- Experience equivalent to degree accepted
Information Systems Security Officer (ISSO) II - Sign-On Bonus up to $12,500
General Dynamics Information Technology —Cheyenne, WY
- $88,400 - $119,600 a year
- Ability to lift 50 pounds
- Travel
- Experience equivalent to degree accepted
12d
Security Administrator
Blue Cross Blue Shield of Wyoming —Cheyenne, WY
- Full-time
- Hybrid work
- Background check
- US work authorization
- Senior level
- Paid holidays
- Health insurance
Network Administrator
Blue Cross Blue Shield of Wyoming —Cheyenne, WY
- Full-time
- Hybrid work
- Background check
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Business Office Assistant
Polaris Rehabilitation and Care Center —Cheyenne, WY
- Full-time
- Microsoft Excel
- Skilled nursing facility
- Microsoft Outlook
- Dental insurance
- 401(k)
Quick Apply
Infant/Toddler Teacher
THE NEIGHBORHOOD SCHOOL —Cheyenne, WY
- $14 - $17 an hour
- Full-time
- Background check
- Classroom
- 18 years or older
- Dental insurance
- Paid time off
Quick Apply
5d
Database Administrator (Remote)
Govcio LLC —United States
- $150,000 - $185,000 a year
- Full-time
- Remote
- Computer science
- Computer Science
- 11+ years
18h
Senior Cloud Solutions Engineer – Intake (Remote)
Govcio LLC —United States
- $175,000 - $185,000 a year
- Full-time
- Remote
- 5 years
- Research
- Windows
HUMAN RESOURCES ADMINISTRATOR
PT STAR MANAGEMENT INC —United States
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Disability insurance
- Health insurance
Quick Apply
IT Security Administrator
Signature Performance, Inc —United States
- $80,000 - $100,000 a year
- Full-time
- Background check
- HIPAA
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
14d

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Project Administrator
K2M Design, Inc —Columbus, OH
Assist in field investigations of projects, including locating historical documentation, preparing measured drawings, photo documentation, and other related…
1d
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Kokosing Inc —Fredericktown, OH
Manage user provisioning, licensing, and role-based access controls. Create and maintain technical documentation and knowledge articles.
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Trust Administrator Associate

JPMorganChase -
Jackson, WY

Apply Now

Job Details

Full-time
6 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Estate administration
Investment
Customer relationship building
Tax law
Bachelor's degree
Fiduciary duties
Customer relationship management
Training
Delegation

Full Job Description

JOB DESCRIPTION

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.

Job Responsibilities:

Work with the Account Opening Group to open estate or trust accounts.
Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
Work with Tax Officers and trust counsel to resolve tax issues
Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
Develop, retain and deepen client relationships.
Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.

Required Qualifications, Skills and Capabilities

Bachelor's degree required
Relevant years of experience in the trust and estates industry
Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Client Servicing – client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training

Preferred Qualifications, Skills and Capabilities

Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration.
Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

Apply Now

Refine Your Search

trust administrator associate jobs in wyoming

Trust Administrator Associate

Systems Administrator

Cloud Administrator

Information Systems Security Officer (ISSO) II

Information Systems Security Officer (ISSO) II - Sign-On Bonus up to $12,500

Security Administrator

Network Administrator

Business Office Assistant

Infant/Toddler Teacher

Database Administrator (Remote)

Senior Cloud Solutions Engineer – Intake (Remote)

HUMAN RESOURCES ADMINISTRATOR

IT Security Administrator

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