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Trust and Estates - Associate
3-5 years
₹ 9 - 42L/yr (AmbitionBox estimate)
This is an estimate of the average salary range for this
position. It has not been reviewed by the company, and
the actual salary may differ.
Mumbai
1 vacancy
Trust and Estates - Associate
JPMorgan Chase & Co.
posted 5hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
You are a strategic thinker passionate about driving solutions in Trust Professional . You have found the right team.
As a Trusts Estates Professional - Specialist within the Global Trusts Estates Practice, you will be a strategic thinker, passionate about promoting solutions. You will be part of a team with over 200 years of experience in serving as a corporate fiduciary for families. Your role will involve assisting the Trusts Estates team in the US with various tasks in the account management process. This is an opportunity to apply your technical experience and ability to interact well with a variety of types of families and team members, delivering exceptional results.
Job Responsibilities:
- Annotate trust governing documents to identify key parties, powers, and provisions.
- Perform QA/QC on account codings to ensure trusts are accurately coded and maintained.
- Obtain current market valuations for assets held in trusts from both internal and external sources to ensure accurate valuation of client assets.
- Update tax codes as necessary to ensure accurate preparation of tax returns.
- Obtain missing tax information and provide it to the tax vendor.
- Review internal and external money movements and update transaction descriptions for clarity, with input from the US-based team.
- Research returned mail and process address changes as needed.
- Set up and update JP Morgan online access for clients as required.
- Set up and maintain client statement addresses to ensure accurate delivery.
Required qualifications, capabilities and skills:
- Bachelor s degree required, legal degree.
- Minimum 3+ years of experience in the financial services industry.
- Exposure to various aspects of managing client information.
- Previous experience in the Trusts Estates space.
- Experience and interest in working with data and systems.
- Understanding of how various components of data work together.
- Ability to interpret and translate information from emails and documents into data.
Employment Type: Full Time, Permanent
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People are getting interviews through
(based on 436 JPMorgan Chase & Co. interviews)
Job Portal
Referral
Campus Placement
Company Website
Walkin
Recruitment Consultant
28%
20%
14%
13%
3%
3%
19% candidates got the interview through other sources.
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What people at JPMorgan Chase & Co. are saying
Rating based on 611 Associate
reviews
Anonymous · Software Development
in Bangalore/Bengaluru
Likes
A good banking application knowledge.
Dislikes
People don't like to help and but they do like to create dependency. People are isolated. Toxic culture . Team members are not at all supportive.
Read 611 reviewsAssociate salary at JPMorgan Chase & Co.
reported by
10.7k
employees
with 2-17
years exp.
₹10.1
L/yr - ₹35
L/yr
219%
more
than the average Associate Salary in India
View more details
What JPMorgan Chase & Co. employees are saying about work life
based on 5.7k employees
Flexible timing
Monday to Friday
No travel
Day Shift
JPMorgan Chase & Co. Benefits
Submitted by Company
Employee Programs Wellness Programs Health Care and Insurance Plans Family Care Retirement Savings Programs
Submitted by Employees
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JPMorgan Chase & Co. Mumbai Office Locations
Mumbai Office
Headquarter
JPMorgan Asset Management India Private Limited, J.P. Morgan Tower, Off. C.S.T. Road, Near Nafa Bus Stop, Kalina, Santacruz East
Mumbai
Maharashtra 400098
Maharashtra 400098
Mumbai Office
aradigm Towers-B Wing, Mindspace, Malad Goregaon Link Rd, Malad (W), Mumbai
Mumbai
400 064
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