Asset & Wealth Management - Private Bank Trust Assistant, Analyst - Chicago, IL

Job description

At J.P. Morgan, our mission is simple: first-class business…in a first-class way. In everything we do, excellence and integrity are the guiding principles. Excellence means more than 160 years of experience and knowledge that comes from solving the complexities of significant wealth, day in and day out. We augment this knowledge with some of the boldest, most innovative thinking today. Integrity means keeping your interests front and center always and carrying out our work with utter discretion. In each key area of wealth management – investments, liquidity and credit management, and tax and estate planning – our extensive experience is exemplary. Equally important, we have the experience, the organizational structure and the commitment to knit these separate strands into a unified and comprehensive plan designed around a client's particular situation.

POSITION DESCRIPTION:
As a Trust Assistant, you will support a team of professionals in all facets of their daily business routine. You will perform diverse administrative functions requiring confidentiality, initiative, thoughtfulness, and follow-through.

ROLES AND RESPONSIBILITIES:

Trust Advisor and Client Assistance

· Partner with Trust Officers and Trust Administrators in all aspects of trust administration
· Manage daily client inquiries and issues within established deadlines and in accordance with firm and business policies and procedures
· Assist Trust Officers and Trust Administrators with the oversight and follow-up on work performed by various partner groups to ensure the smooth administration of trust accounts (i.e. Fiduciary Tax, Operations, Cash Movement, Trust Settlements)
· Assist Trust Officers and Trust Administrators with research, follow-up and issue resolution through effective interaction with fiduciary and operations teams in a timely and professional manner
· Initiate internal forms and draft transmittal letters including, but not limited to, opening/closing paperwork, account title changes, closed account notices, name and address changes, tax residency, W-9s, client statement mailing set-ups, and tax cost updates
· Participate in special projects such as remediation efforts, UAT testing for technology enhancements, and other risk management efforts
· Assist with overflow, ad-hoc projects and day-to-day tasks as assigned

Technology

· Proficiency with proprietary J.P. Morgan systems and tools used to manage day to day trust transactions, including CPI, Workstation and OMNITrust
· Daily work within Microsoft Suite particularly Excel, Word, and PowerPoint

Desired profile

Communication
·  Exemplary interpersonal skills
·  Excellent telephone etiquette
·  Superior oral and written communication skills

Work Ethic

·  Exhibit a high level of critical thinking and project management skills in order to ensure client requests are completed
·  Strong initiative, energy and confidence to complete projects with limited supervision
·  Good judgment and discretion, as Trust Assistants work with highly confidential information
·  Must exhibit a high degree of motivation, sense of urgency and professional demeanor
·  Excellent organizational skills and the ability to multi-task and ensure multiple projects are completed on time
·  The ability to be an integral member of the team

Technology

·  Strong computer skills and proficient knowledge of Microsoft Suite
·  Ability to learn procedures and proprietary systems quickly

Experience and Education

·  Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, risk management, etc.)
·  1-2 years of experience in financial services; prior wealth management and trust management experience a plus
·  Bachelor Degree preferred