Trust & Estates Professional

$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