Trusts & Estates - Associate

Join J. P. Morgan s Global Trusts & Estates Practice and help shape the future of wealth management. Work with industry leaders to deliver exceptional fiduciary services to families and individuals worldwide. Be part of a team that values expertise, collaboration, and innovation.

As a Trust & Estates Associate within the Global Trusts & Estates Practice, you support the development and review of key resource documents. You collaborate with subject matter experts to ensure procedural accuracy and compliance. You play a vital role in maintaining high standards for our fiduciary services.

Job Responsibilities

• Create resource documents reflecting technical, regulatory, and business process changes.
• Maintain and update procedures, job aids, letters, and forms as required.
• Facilitate annual content reviews of all resource documents.
• Partner with subject matter experts and governance leads for document accuracy.
• Meet with SMEs to gather insights on procedural changes.
• Provide assistance in managing system access for team members.
• Ensure clarity and compliance of all resource documents.
• Mentor and develop junior professionals within the team.
• Support the Global Trusts & Estates Practice in meeting governance standards.
• Coordinate with global colleagues to align documentation practices.
• Execute multiple priorities efficiently and with attention to detail.

Required Qualifications, Capabilities and Skills

• Hold a bachelor s degree.
• Demonstrate at least 6 years of financial services experience managing client information.
• Exhibit strong leadership and interpersonal skills, including team management.
• Apply proven experience in developing and maintaining resource documents.
• Utilize intermediate Microsoft Office and Adobe Acrobat skills.
• Communicate clearly and concisely in both written and verbal formats.
• Manage time effectively and work independently or within a team.

Preferred Qualifications, Capabilities and Skills

• Familiarize yourself with global trust statutes and fiduciary regulations.
• Leverage technical writing expertise for complex documentation.
• Navigate internal JPM Wealth Management procedure templates and standards.
• Operate internal JPM systems such as SCRIBE, Connect, Document Tracking System, and ACES.
• Interpret and translate information from emails and documents into actionable data.
• Exhibit initiative in problem solving and risk management.
• Build relationships with colleagues across global teams.