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Wealth Management, Trust & Estates, Trust Administrator Associate
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$2
Full-time
- Job Summary The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
- With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
- When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes.
- 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.
- Work with Tax Officers and trust counsel to resolve tax issues Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client service.
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