JOB DESCRIPTION
$2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of
the worlds most prominent corporate, institutional and government clients. We are a leader in asset
management, wealth management, investment banking, private equity, financial services for consumers,
financial transaction processing, small business and commercial banking.
The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial
solutions that integrate sophisticated investment management, capital markets, trusts & estates and
banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall
private banking services by Euromoney, and we have been specifically recognized for our succession
planning, advice and trusts.
Trusts & Estates services and capabilities are an integral part of the Private Bank's offering to
clients. With over 170 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.
As an Estate Professional, you will support a team of Estate Officers and Administrators in the
management of fiduciary accounts. Under their supervision, the Estate Professional assists in the daily
management of the estate and terminating trust accounts in accordance with the Bank's fiduciary
responsibilities as trustee and executor. You will perform diverse administrative functions requiring
confidentiality, initiative, thoughtfulness, and follow-through.
CORE RESPONSIBILITIES:
- Client Engagement – provide exceptional client service while performing client call backs,
collection of client documentation, responding to client inquiries and requests
- Risk & Controls – adhere to and maintain the firm's controls policies and procedure as well as
protecting client assets against fraud
- Estate Administration - partner with Estate Officers and Estate Administrators in all aspects of
estate administration, including approval of transaction processing and preparation of trust, estate
and financial specific documents. Understand the estate disposition process and proactively
engage Estate Professional responsibilities
- Partnership – effectively collaborate with respective client facing teams and internal business
groups to deliver and execute client transactions
QUALIFICATIONS:
Communication
- Exemplary interpersonal skills
- Excellent telephone etiquette
- Superior oral and written communication skills
Work Ethic
- Ability to handle complex and challenging situations from origination to completion
- Strong initiative, energy and confidence to complete projects with limited supervision
- Good judgment and discretion, as Estate Professionals work with highly confidential information
- Must exhibit a high degree of motivation, sense of urgency and professional demeanor
- Skilled at multi-tasking and managing priorities effectively
- Ability to develop and maintain collaborative relationships both internally and with external
clients
- Ability to adapt to a rapidly changing and fast paced business and technology environment
- Ability to identify and escalate issues
Technology
- Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook
- Ability to learn procedures and proprietary software quickly
Experience and Education
- Prior wealth management and trust or estate management experience preferred
- College degree or equivalent experience preferred
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran
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
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.
