JPMorgan Transactions Specialist II - Estate Management Team 

United States, Indiana 

670967467

• Process individual retirement arrangement beneficiary payout requests accurately and timely.
• Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
• Communicate effectively with peers, management, and across lines of business in both written and verbal contexts
• Contribute to a culture of continuous improvement by sharing ideas for improvement
• Demonstrate excellent communication and decision-making skills while staying engaged with our customers
• Able to work independently and in a team environment, Leading by example
• Abide by all applicable regulatory and departmental practices and procedures
• Operate with a sense of urgency to meet metrics and business goals
• Consider differing opinions and perspectives including receptivity and incorporation of feedback
• Participate in projects and special assignments as needed
  

• Agile Learning, Analytical, Attention-to-detail, Action-Oriented, Resiliency-Adaptability, Critical-thinking/Problem-solving, and Self-Development skills
• Good oral and written communication skills
• Production, metrics-driven environment with focus around meeting deadlines
• Basic computer skills and knowledge of Microsoft applications
• Alpha/Numeric data entry and typing skills – with excellent accuracy
• Must be a team player and maintain a positive attitude
• Physical requirements: Sitting – up to 95% of the time, Standing – up to 10% of the time, Lifting – up to 5% of the time and up to 50 pounds; Walking – up to 10% of the time

Preferred qualifications, capabilities, and skills

• Experience with IRAs and reviewing legal documents