JPMorgan Chase
Trust Administrator Associate
Jackson, WY · Full-time · Posted Aug 31, 2026
- Experience
- Relevant years of experience in the trust and estates industry; no number specified.
- Education
- Bachelor’s degree required.
About the job
Administers trust and estate accounts under a Trust Officer, supporting fiduciary operations, client relationships, and delivery of trust and estate services.
What you'll do
- Open and set up trust and estate accounts, interpreting governing documents and applicable law to establish records, payments, fees, and tax information.
- Analyze wills and trust documents, coordinate services, and manage ongoing account administration while addressing operational and tax issues.
- Communicate with beneficiaries, co-trustees, and external advisors; support client relationships and business development.
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.
- Client-servicing, communication, time-management, adaptability, teamwork, and coaching skills.
Nice to have
- Knowledge of trust and estate law and income, transfer, and generation-skipping taxation, including application 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