Trusts & Estates - Associate

6 - 10 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: Join J.P. Morgan's Global Trusts & Estates Practice to contribute to the future of wealth management by providing fiduciary services to families and individuals worldwide. You will work alongside industry leaders in a collaborative and innovative environment that values expertise. Key Responsibilities: - Develop resource documents to reflect technical, regulatory, and business process changes. - Update and maintain procedures, job aids, letters, and forms as necessary. - Conduct annual reviews of all resource documents to ensure accuracy. - Collaborate with subject matter experts and governance leads to verify document precision. - Gather insights on procedural changes by meeting with SMEs. - Assist in managing system access for team members. - Ensure clarity and compliance of all resource documents. - Mentor and guide junior professionals in the team. - Support the Global Trusts & Estates Practice in adhering to governance standards. - Coordinate with global colleagues to align documentation practices. - Efficiently manage multiple priorities with attention to detail. Qualification Required: - Hold a bachelor's degree. - Possess a minimum of 6 years of financial services experience managing client information. - Demonstrate strong leadership skills and ability to manage teams effectively. - Apply proven experience in developing and maintaining resource documents. - Utilize intermediate skills in Microsoft Office and Adobe Acrobat. - Communicate effectively in both written and verbal formats. - Manage time efficiently and collaborate within a team or independently. Additional Company Details: (Omitted as no additional details were provided in the Job Description),

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Financial Services

New York

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