Trust and Estates - Analyst JPMC Candidate Experience page

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

You are a talented Analyst joining the Trusts & Estates team in Mumbai, contributing to delivering exceptional services to clients. Your role involves assisting in fiduciary administration tasks, supporting the US team, and ensuring efficient operations and client satisfaction. - Execute instructions for opening and maintaining bank accounts. - Prepare subscription and redemption requests for investments. - Update and maintain financial transaction databases. - Dispatch introductory packages to trust parties. - Draft letters for credit requests and terminations. - Report stakeholder status updates for activities. - Coordinate with US team for fiduciary tasks. - Analyze data for financial rep...

Posted 1 day ago

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