JPMorgan Chase
Wealth Management Solutions, Trust & Estates, Trust Officer - VP/ED
Newark, DE · Director · Full-time · Posted Jul 6, 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, exercises fiduciary responsibilities, advises beneficiaries and advisors, and partners with Wealth Advisors to develop trust business.
What you'll do
- Analyze trust documents and coordinate services; recommend how the Bank should exercise trustee discretion.
- Oversee trust investments and work with tax officers and counsel to resolve tax issues.
- Build relationships with beneficiaries and advisors, address their questions, and support new 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.
- Minimum of 7 years of relevant experience focused in the Trust business, either at a corporate fiduciary or a law firm.
- Comprehensive knowledge of trust law, gifting techniques, and income, transfer, and generation-skipping taxation, with ability to apply it to client-specific planning and account administration.
Nice to have
- MBA or other advanced degree; J.D. preferred.
- Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts.
Model-written summary · the original posting is authoritative