JPMorgan Chase
AWM- Trust Officer, VP
Newark, DE · Director · Full-time · Posted Oct 22, 2026
- Experience
- Minimum of 7 years of relevant experience focused in the Trust business, either at a corporate fiduciary or a law firm.
- Education
- Bachelor’s Degree required.
About the job
Oversees trust administration, advises on fiduciary and investment matters, and builds relationships with beneficiaries, advisors, and prospective trust clients.
What you'll do
- Analyze trust documents and coordinate legal, tax, administrative, and investment services; recommend how the Bank should exercise trustee discretion.
- Oversee trust investment decisions and work with tax officers and counsel to resolve tax issues.
- Address beneficiary and advisor questions, develop client relationships, and partner with Wealth Advisors on new trust business and cross-selling.
What they ask for
- Bachelor’s Degree.
- In-depth knowledge of fiduciary products and services, including applicable legal, tax, and regulatory requirements.
- Comprehensive knowledge of trust law, gifting techniques, and income, transfer, and generation-skipping taxation, with ability to apply it to planning and account administration.
Nice to have
- MBA or other advanced degree; J.D. preferred.
- Knowledge of internal procedures for distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and overdraft management.
Model-written summary · the original posting is authoritative