JPMorgan Chase
AWM- Trust & Estates Administrator , VP
Newark, DE · Director · Full-time · Posted Oct 26, 2026
- Experience
- Relevant years of experience in the trust and estates industry; no specific number of years stated.
- Education
- Bachelor’s degree required.
About the job
Administers trust and estate accounts under a Trust Officer, supporting account setup, fiduciary administration, client relationships, risk management, and business development.
What you'll do
- Open and set up estate and trust accounts; interpret governing documents and applicable law to establish account, payment, fee, and tax records.
- Analyze wills and trust documents, coordinate services, and manage ongoing account administration, including resolving tax issues with Tax Officers and trust counsel.
- Communicate with beneficiaries, co-trustees, clients’ advisors, and internal partners; support client relationships and growth of trust and estate services.
What they ask for
- Bachelor’s degree.
- Relevant experience in the trust and estates industry; no specific number of years stated.
- Experience administering and supporting trusts and estates, with general understanding of fiduciary products and concepts, including legal, tax, and investment knowledge.
- Client servicing, proactive communication, teamwork, time management, adaptability, and coaching and training skills.
Nice to have
- Knowledge of trust and estate law and income, transfer, and generation-skipping taxation, applicable to post-mortem planning and account administration.
- Advanced degree such as JD, CTFA certification, or paralegal certificate; paralegal experience in trust and estate practice.
Model-written summary · the original posting is authoritative