JPMorgan Chase
Wealth Management Solutions, Trust & Estates, Trust Administrator Associate
Newark, DE · Full-time · Posted Oct 7, 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 under a Trust Officer, coordinating account setup, fiduciary services, client communications, and ongoing account management.
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 handle day-to-day account administration while resolving tax and operational issues.
- Support beneficiary and advisor relationships, assist with client service and fiduciary responsibilities, and contribute to business development.
What they ask for
- Bachelor’s degree.
- Relevant years of 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, 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, 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