Wealth Management Solutions Trust & Estates Estate Professional Associate jobs at Jpmorgan in United States, New York
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1,001 jobs found
14.09.2024
JPM
JPMorgan Wealth Management Solutions Trust & Estates Estate Administr... United States, New York, New York
You will work with the Account Opening Group to open estate or trust accounts. You will interpret the governing instrument and applicable law to ensure the proper set-up of account...
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...
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...
In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships. Minimum of 7 years of relevant experience focused in the Trust...
Manage the process for making new investment products available across multiple US platforms, including negotiating commercial terms and partnering with Legal to review and execute agreements with investment managers. Contribute...
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer. Work with the Tax Officers and counsel on income, gift, estate,...
Develop the strategic priorities for the AWM line of business, serving as an objective thought partner to the C-Suite and other senior leaders. Collaborate with teams across LOBs and functional...
You will work with the Account Opening Group to open estate or trust accounts. You will interpret the governing instrument and applicable law to ensure the proper set-up of account...
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