JPMorgan Private Banking, Trust Administrator-Latest Job Vacancy January 2015 - Greetings spirit, friend. Many companies provide jobs, but sometimes the information is only limited to certain circles. Therefore the blog admin of this blog feel called to assist in spreading the job information to all people in need. Who knows, maybe one of them is qualified and desired by companies. Therefore, you must read this following job information, because this information may be the point of your success in reaching your career and future. Please be studied carefully.
Private Banking, Trust Administrator, Chicago-150002900
J.P. Morgan Asset Management is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; and high and ultra high net worth clients through the Global Wealth Management. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world.
J.P. Morgan Global Wealth Management, which includes both the High Net Worth and Ultra High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and has been repeatedly recognized by Euromoney as the #1 Global Wealth Management for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states.
As a Trust Administrator in the Global Wealth Management, you will be responsible for the support and retention of high net worth client relationships. You will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary.
Specific Duties will include:
Provide superior client service
Respond to client requests and issues and anticipate client needs.
Proactively contact clients regarding issues such as overdrafts
Partner with Trust Officers to handle distributions, account maintenance and reviews, and management of overdrafts
Provide telephone coverage for team.
Gather and input information related to client profiles and requests.
Prepare reports and presentations for client meetings.
Oversee work performed by various partner groups to ensure the smooth operation of assigned trust accounts.
Initiate and/or approve internal workflows to update name & address records, standing payment instructions and money transfers, such as wires and checks.
Assist Trust Officer with account reviews.
Monitor overdraft reports and communicate with Investors, as necessary.
Special projects that may arise from time to time.
Bachelor's degree preferred.
A minimum of 1-3 years experience in the trust and estates industry
Advanced degree such as JD, industry certification such as CTFA, or paralegal experience in trust and estates practice preferred.
Experience in the administration and support of trusts including general understanding of fiduciary products and fundamental fiduciary transaction concepts
Strong computer skills including proficiency with trust accounting systems
Experience with JPMorgan fiduciary platform a plus
JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran.
Source : JPMorgan career
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