JPMorgan Chase
Estate Administrator - Senior Associate
Dallas, TX · Senior · Full-time · Posted Oct 5, 2026
- Experience
- Relevant years of experience in the trust and estates industry; no specific number stated.
- Education
- Bachelor’s degree required.
About the job
Administers trust and estate accounts, supports fiduciary and tax matters, manages beneficiary relationships, and helps develop trust and estate business.
What you'll do
- Open and administer estate and trust accounts, interpret governing documents, and address operational and risk exceptions.
- Analyze wills and trusts and coordinate legal, tax, investment, and administrative services with clients, advisors, tax officers, and trust counsel.
- Support client relationships and business development; participate in training and coach junior team members.
What they ask for
- Bachelor’s degree.
- Relevant experience in the trust and estates industry.
- Experience administering and supporting trusts and estates, with general understanding of fiduciary products and concepts, including legal, tax, and investment knowledge.
- Problem-solving, risk-management, judgment, and client-service capabilities.
Nice to have
- Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA), or paralegal certificate with paralegal experience in trust and estate practice.
- Knowledge of internal procedures for distributions, account maintenance, account opening and closing, Investment Systems, Annual Reviews, and overdraft management.
Tools
Investment Systems
Model-written summary · the original posting is authoritative