Wealth Management Solutions, Trust & Estates, Settlement Administration VP

About the Company J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high‑net‑worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi‑asset and money‑market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a Settlement Administration Associate in Wealth Management Solutions, Trust & Estates, you will assist with the administration of the trust, including daily interaction with clients, internal partners, and outside intermediaries. This role provides an opportunity to work with a diverse team and engage in problem‑solving and risk‑management activities. Job Responsibilities Assist with the settlement of the trust, including distributions and coordination with investments, tax and operations Assist with determining the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues that may arise. Communicate with interested parties. Address questions raised by remaindermen, co‑trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen. Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures. Support investment decisions, including working with Investors. Work with JPMC’s tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. Identify and pursue potential cross‑selling opportunities working with Trust Officers, Bankers and Investors. Participate on projects relating to Trust & Estates internal practices and procedures. Participate in other projects and assignments as needed. Required Qualifications, Capabilities and Skills Relevant years of trust administration or settlement experience with direct client interactions Bachelor's degree required Technical Knowledge – strong understanding of fiduciary, legal, accounting, tax and investments concepts Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment Client Servicing – client knowledge, gains the trust and confidence of clients Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability, ability to delegate, coach and train Cross Selling Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional benefits include comprehensive health coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Equal Employment Opportunity (EEO) Statement We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr JPMorganChase