The salary for this position is competitive and based on experience. We also offer a comprehensive benefits package, including health, dental, vision, life and disability insurance, and a 401(k) retirement plan.
Job Title: Trust Officer Vice President Experience: Minimum of 7 years in trust business, preferably at a corporate fiduciary or a law firm Salary: Competitive, based on experience Location: Newark, DE, United States Company: J.P. Morgan Department: Wealth Management Solutions, Trust & Estates H1: Trust Officer VP in Wealth Management Solutions, Trust & Estates at J.P. Morgan H2: Join our Global Trusts & Estates Practice as a Trust Officer VP
Overview
- J.P. Morgan is a leading global financial services firm with over 170 years of experience in serving as a corporate fiduciary for families. - The Global Trusts & Estates Practice is an integral part of our services, and we are looking for a Trust Officer VP to join our team in Newark, DE. - As a Trust Officer VP, you will oversee the administration of trusts and develop relationships with beneficiaries and advisors. - Your role is crucial in maintaining our reputation as a trusted and capable provider of trust and estate services.
Job Description
- As a Trust Officer VP, you will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. - You will make recommendations on how the bank should exercise discretionary powers as trustee. - You will oversee investment decisions and work with investors to ensure that the trust's investment objective is appropriate and in accordance with its investment guidelines. - You will also work with Tax Officers and trust counsel to resolve tax issues and address questions from beneficiaries, co-trustees, and their advisors. - Your role will require you to maintain current knowledge of beneficiaries and their changing needs in order to provide superior client services. - You will also partner with Wealth Advisors to vet and price new trust business and cross-sell JPM products and services. - Your responsibilities may also include maintaining and developing strategies for increasing business with current clients and cultivating relationships with professional advisors.
Qualifications
- To be eligible for this role, you must have a Bachelor's degree and at least 7 years of relevant experience in the trust business. - You should have in-depth knowledge of fiduciary products and services, as well as legal, tax, and regulatory requirements applicable to fiduciary relationships. - A comprehensive understanding of trust law, gifting techniques, and taxation is also required. - An MBA or other advanced degree is preferred, and a JD is highly desirable. - Knowledge of internal procedures involving distributions, account maintenance, and investment systems is a plus.
Salary and Benefits
- The salary for this position is competitive and based on experience. - We also offer a comprehensive benefits package, including health, dental, vision, life and disability insurance, and a 401(k) retirement plan.
Join Our Team
- If you have a passion for trust and estate services and the necessary qualifications and experience, we invite you to apply for the position of Trust Officer VP at J.P. Morgan's Wealth Management Solutions, Trust & Estates department. - As a trusted and established global financial services firm, we are committed to providing our clients with the best possible service and are looking for capable individuals to join our team.
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