Trust & Estate India Professional

Join J. P. Morgan s Wealth Management Trusts & Estates team and help deliver world-class fiduciary services to our clients. Be part of a global leader in financial services, known for innovation and excellence. Advance your career in a collaborative, high-performing environment.

As a Trust Professional Associate within the Trusts & Estates team, you will play a key role in supporting account management processes. You will collaborate with US-based teams to ensure accurate documentation, asset valuation, and client service. You will contribute to the delivery of high-quality fiduciary solutions for our clients.

Job Responsibilities

• Annotate trust documents to identify parties, powers, and provisions.
• Perform quality assurance on account codings for accuracy.
• Obtain market valuations for trust assets from various sources.
• Update tax codes to support correct tax return preparation.
• Gather and provide missing tax information to vendors.
• Review and update transaction descriptions for money movements.
• Research and resolve returned mail and address changes.
• Set up and maintain JP Morgan online access for clients.
• Manage client statement addresses and updates.
• Mentor and develop junior team members.
• Collaborate with US teams to ensure seamless account management.

Required Qualifications, Capabilities and Skills

• Hold a bachelor s degree in a relevant field.
• Demonstrate at least 12 years of financial services experience.
• Exhibit strong technical skills in data and systems management.
• Apply critical thinking to solve problems and manage risks.
• Communicate clearly and manage time effectively.
• Build and maintain relationships with internal and external partners.
• Lead teams with 3 years of management experience.

Preferred Qualifications, Capabilities and Skills

• Possess a legal degree or background in law.
• Display experience in Trusts & Estates operations.
• Utilize advanced data interpretation and translation skills.
• Adapt quickly to changing business needs.
• Guide junior professionals in their development.
• Coordinate with global teams for best practices.
• Manage complex client information with attention to detail.