Trust and Estates - Analyst

Join a world-class team at J. P. Morgan, where your expertise helps shape the future of wealth management. Be part of a dynamic environment that values innovation, collaboration, and personal growth. Make a meaningful impact by supporting international trust services for high-net-worth clients.

As an Analyst in the Trusts & Estates team, you deliver essential support for fiduciary administration and account management. You collaborate with colleagues in the USA to ensure seamless execution of trust-related activities. You contribute to the success of our clients by maintaining accurate records and facilitating key ficial transactions.

Job Responsibilities

• Execute instructions for opening and maintaining bank and investment accounts.
• Prepare subscription and redemption requests for private equity arrangements.
• Update databases with ficial transactions, tax, valuations, and trust party data.
• Dispatch introductory packages to relevant trust parties.
• Draft letters and instructions for credit requests and terminations.
• Communicate status updates to stakeholders for support activities.
• Coordinate with US-based Trusts & Estates team for task execution.
• Maintain accurate documentation for all trust-related activities.
• Respond promptly to routine transaction requests.
• Ensure compliance with internal policies and procedures.
• Support process improvements within fiduciary administration.

Required Qualifications, Capabilities and Skills

• Hold a college degree in a relevant field.
• Demonstrate at least 2 years of experience in ficial services.
• Exhibit strong interpersonal and communication skills.
• Apply organizational and analytical abilities to daily tasks.
• Manage multiple priorities efficiently in a fast-paced environment.
• Collaborate effectively with global teams.
• Uphold high standards of accuracy and attention to detail.

Preferred Qualifications, Capabilities and Skills

• Possess international trust administration experience.
• Understand legal, tax, and ficial concepts related to trusts.
• Utilize advanced database management skills.
• Communicate professionally with diverse stakeholders.
• Adapt quickly to changing business needs.
• Contribute innovative ideas for process enhancement.
• Support cross-functional projects within wealth management.