JPMorganChase · 2 days ago
Wealth Management Solutions, Trust & Estates Associate
500 Stanton Christiana Rd, Newark, DE, 19713, US
Full-time
Onsite
New Grad, Entry LevelJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving a diverse client base. The Trust & Estates Associate will play a crucial role in delivering Trusts and Estates services, managing accounts, and ensuring effective communication with beneficiaries and co-trustees.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
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
Benefits
Comprehensive parental leave offerings
Inclusive family building programs
Discounted childcare
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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