Wealth Management Solutions, Trust & Estates, Trust Administrator – Associate

Full-time

No

Salary Information:

Base Pay/Salary Rochester, NY: $70,,
Annual Bonus: up to 15% of base salary
Benefits: Comprehensive health, dental and vision plans, 401(k) with company match, paid time off, tuition reimbursement, wellness programs and more.

Wealth Management Solutions, Trust & Estates, Trust Administrator – Associate:

H1: Join Our Team as a Trust Administrator – Associate with JP Morgan Chase & Co. in Rochester, NY
H2: Opportunity for Growth and Development in the Trusts & Estates Industry

Bold Headline: Become a Trust Administrator with a Leading Global Financial Services Firm

The Global Trusts & Estates Practice at JP Morgan Chase & Co. is seeking a Trust Administrator – Associate to join their team in Rochester, NY. With over 170 years of experience in serving as a corporate fiduciary for families, this is an opportunity to work with a highly respected and established company in the financial services industry.

Job Description:

As a Trust Administrator – Associate, you will be responsible for working with the Account Opening Group to open estate or trust accounts. This includes interpreting governing instruments and applicable laws, analyzing wills and trust documents, and handling ongoing day to day administration of accounts. You will also work closely with Tax Officers and trust counsel to resolve tax issues and partner with client's other advisors such as attorneys and accountants.

Requirements:

To be considered for this position, you must have a Bachelor's degree and relevant years of experience in the trust and estates industry. An advanced degree such as a JD or industry certification, along with experience in trust and estate practice, is preferred. Additionally, you should have a general understanding of fiduciary products and concepts, as well as strong client servicing and teamwork skills.

Salary and Benefits:

The base pay/salary for this position in Rochester, NY ranges from $70,,, with the potential for an annual bonus of up to 15% of the base salary. JP Morgan Chase & Co. also offers comprehensive health, dental, and vision plans, a 401(k) with company match, paid time off, tuition reimbursement, and wellness programs.

Join the Team:

If you are looking for an opportunity to grow and develop in the trust and estates industry, consider becoming a Trust Administrator – Associate with JP Morgan Chase & Co. in Rochester, NY. With a commitment to your growth and development, along with opportunities across all of their businesses, this is a chance to join a team that values collaboration, intellectual curiosity, and creativity. Apply now and see how you can accomplish extraordinary things at JP Morgan Chase & Co.

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