Wealth Management Solutions, Trust & Estates, Trust Officer - VP
On-site · Newark, Delaware, United States
Job Summary
Oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. Partner with Wealth Advisors for vetting and pricing of new trust business, cross-sell JPM products/services, and ensure fiduciary duties are prudently carried out. Coordinate with tax officers and trust counsel to resolve tax issues; supervise investment decisions to align with trust objectives and fiduciary guidelines; provide superior client services and maintain current information on beneficiaries to meet their evolving needs.
Required Qualifications
- Bachelor’s Degree
- Minimum of 7 years of relevant experience focused in the Trust business
- Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation
Desired Qualifications
- Bachelor’s Degree required
- Minimum of 7 years of relevant experience in Trust business
- MBA or other advanced degree is a plus; J.D. preferred
- Knowledge of internal procedures involving distributions, account maintenance, and investment systems is a plus
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