JPMorgan Trusts & Estates Professional - Specialist 

India, Maharashtra, Mumbai 

839941035

As a Trusts & Estates Professional - Specialist within the Global Trusts & Estates Practice, you will be a strategic thinker, passionate about promoting solutions. You will be part of a team with over 200 years of experience in serving as a corporate fiduciary for families. Your role will involve assisting the Trusts & Estates team in the US with various tasks in the account management process. This is an opportunity to apply your technical experience and ability to interact well with a variety of types of families and team members, delivering exceptional results.

• Annotate trust governing documents to identify key parties, powers, and provisions.
• Perform QA/QC on account codings to ensure trusts are accurately coded and maintained.
• Obtain current market valuations for assets held in trusts from both internal and external sources to ensure accurate valuation of client assets.
• Update tax codes as necessary to ensure accurate preparation of tax returns.
• Obtain missing tax information and provide it to the tax vendor.
• Review internal and external money movements and update transaction descriptions for clarity, with input from the US-based team.
• Research returned mail and process address changes as needed.
• Set up and update JP Morgan online access for clients as required.
• Set up and maintain client statement addresses to ensure accurate delivery.

• Bachelor’s degree required, legal degree.
• Minimum 3+ years of experience in the financial services industry.
• Exposure to various aspects of managing client information.
• Previous experience in the Trusts & Estates space.
• Experience and interest in working with data and systems.
• Understanding of how various components of data work together.
• Ability to interpret and translate information from emails and documents into data.