Job Description
You are a strategic thinker passionate about driving solutions in Financial services. You have found the right team.
As the Trust and Estate professional in our Wealth Management Solutions Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities:
• Annotate Trust governing documents to identify the parties, powers and provisions identified therein
• Perform QA/QC on account codings to ensure trusts continue to be properly coded
• Obtain current market valuations on assets held in trusts from internal and external parties to ensure Trust client assets are properly valued and update tax codes where necessary to ensure tax returns are prepared correctly
• Obtain missing tax information and provide to the tax vendor and review internal/external money movements and update descriptions to clearly explain the transaction (LLCs to Trust, check deposits, payments, etc.) with input from the team in the US
• Research returned mail and address changes
• Set up JP Morgan online access and updates as needed
• Set up and maintain client statement addresses
Required qualifications, capabilities, and skills:
• Bachelor's degree required and legal degree preferred
• 58 years of experience in financial services industry with exposure to various aspects of managing client information
• Problem Solving/Risk Management takes initiative, exhibits critical analysis and judgment
Preferred qualifications, capabilities, and skills:
• Teamwork/Personal Effectiveness clear and concise communication, time management, learning and adaptability
• Interpersonal skills develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs
As the Trust and Estate professional in our Wealth Management Solutions Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities:
• Annotate Trust governing documents to identify the parties, powers and provisions identified therein
• Perform QA/QC on account codings to ensure trusts continue to be properly coded
• Obtain current market valuations on assets held in trusts from internal and external parties to ensure Trust client assets are properly valued and update tax codes where necessary to ensure tax returns are prepared correctly
• Obtain missing tax information and provide to the tax vendor and review internal/external money movements and update descriptions to clearly explain the transaction (LLCs to Trust, check deposits, payments, etc.) with input from the team in the US
• Research returned mail and address changes
• Set up JP Morgan online access and updates as needed
• Set up and maintain client statement addresses
Required qualifications, capabilities, and skills:
• Bachelor's degree required and legal degree preferred
• 58 years of experience in financial services industry with exposure to various aspects of managing client information
• Problem Solving/Risk Management takes initiative, exhibits critical analysis and judgment
Preferred qualifications, capabilities, and skills:
• Teamwork/Personal Effectiveness clear and concise communication, time management, learning and adaptability
• Interpersonal skills develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs
💡 Quick Summary
Seeking a career-building opportunity? The Associate | Trust Estate position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
