Job Details

Wealth Management Trusts Estates Estate Administrator Associate

Company name

JPMorgan Chase & Co,

Organization Type


Job Type

Legal Staff

Date Last Verified

Jun 18,2018

Posted on

Jun 11,2018

Years of Experience

Min 3 yrs required


New York City, NY
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

16 hits


Wealth Management – Trusts & Estates – Estate Administrator, Associate Duties: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Estate Officer. Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries. Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with an estate or trust, consistent with any applicable policies and procedures governing the risk in question. Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative Review, and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum. Communicate with Investors regarding investment matters and liquidity needs. Handle departmental projects relating to accounts and special assets. Participate on various committees as needed. Estate Administrator must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-executors and co-trustees and intermediaries in order to have appropriate knowledge to carry out the decedent and or grantor’s purposes and meet the needs of the beneficiaries.

Qualification and Experience

Qualifications: Bachelor’s degree required. Advanced degree such as JD Degree, industry certification such as CTFA or paralegal certificate, with paralegal experience in trust and estates practice preferred. 3+ years’ experience in the trust and estates industry. Experience in the administration and support of estates and trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge. Experience with fiduciary platform a plus. Takes initiative, decisive, accountable, exhibits critical analysis and judgment. Vlient knowledge, client relationships, proactive communication. Clear and concise communication, time management, adaptability to delegate, coaching and training. Cross Selling and Retention skills. Strong computer skills including proficiency with trust accounting systems.

Additional info


Company info

Hiring Coordinator
JPMorgan Chase & Co,
383 Madison Avenue
New York City, NY 10179

Similar Jobs:

Wealth Management - Private Bank Trust Administrator The candidate will work with the Account Opening Group to open trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account reco...
Paralegal The candidate will assist in the transactional work in all areas of the legal function including, corporate, regulatory, compliance, intellectual property and litigation with a heavy emphasis on contract review. Will pr...
Legal Admin/Paralegal The candidate will handle the preparation of legal documents throughout different phases of the civil litigation process. Provide administrative support to the in-house legal team. Compile and organize docum...