Trusts & Estates Center of Excellence (COE) - Senior Product Associate - Administration Oversig[...]
J.P. Morgan
Description The Senior Product Associate – Administration Oversight & Training supports the Trusts & Estates Center of Excellence by providing partnership, training coordination, and broad process awareness across administration oversight, procedures, and communications. This role supports administration oversight and procedural governance in partnership with COE team members. The Senior Product Associate is expected to maintain strong end‑to‑end knowledge of trust and estate administration processes and to support continuity, risk awareness, and effective communication across the practice. Responsibilities Administration Oversight Support: Maintain working knowledge of trust and estate administration workflows, including quality review processes and escalation paths; support issue identification, tracking, and follow‑up in partnership with COE team members; and serve as a point of contact for administration‑related questions. Procedure Awareness: Maintain familiarity with trust and estate procedures and provide support with updates or edits as needed to ensure alignment with current practices and training materials. Training Coordination and Delivery: Coordinate, prepare, and directly deliver new‑hire and refresher trainings; maintain and update training decks, job aids, and onboarding materials. Communications & Content: Support internal communications and maintain COE SharePoint content, including training‑related materials and reference resources to ensure materials are accurate, clear, and accessible. COE Partnership & Coverage: Serve as a point of contact for COE initiatives and support leadership with materials, responses, and ad hoc requests. Attributes Strong business and risk awareness Clear, effective communication Strong organizational skills and attention to detail Ability to manage multiple priorities in a lean team environment Collaborative, flexible, and solutions‑oriented Qualifications Experience in wealth management, private banking, and/or trust and estate administration preferred Working knowledge of trust and estate administration processes Exposure to quality review, operational risk, or governance activities Experience coordinating and delivering training, including developing or maintaining training decks, job aids, or other learning materials. Strong communication and interpersonal skills 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, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. Visit FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr J.P. Morgan
- ...you'll work at the intersection of product, engineering, and data — helping build... ..., and impact.As a Product Associate Senior Associate in Trust & Security, you will support the product... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...SeniorWork visa
- ...A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage complex estate and trust matters. The role includes preparing... ...3–6+ years of law firm experience in estate administration. This position offers significant...Senior
- As a Senior Associate, Data Product Manager in the Asset Management Product and Experience (AMPX) team, you... ...reporting outputs.Use tools such as Excel, Python, SQL, Tableau, Alteryx, and... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...Senior
- A leading global financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates...Senior
- LaSalle Network is seeking a Legal Executive Assistant to provide high-level administrative and legal support to a senior attorney with a busy trusts and estates/private wealth practice. The role requires a strong legal support background and exceptional organizational...SeniorPrivate practice
$148.75k - $201.25k
...well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all... ...experience leading multiple engagements and supervising staff* Excellent analytical and technical tax skills* Exceptional client...Senior- ...community impact.As a Senior Manager, you will be... ...Accenture’s Chemicals Center of Excellence leader, you will play... ..., industrial products, to consumer products... ...work experience. (If associate degree, must have a minimum... ...clients reinvent and build trusted, lasting...SeniorFull timeWork experience placementLive inWork at officeLocal areaShift work
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum... ...including estate planning and probate administration. The ideal applicant will have an active... ...law firm. A proactive attitude and excellent drafting skills are essential for success...Senior
- ...Senior Executive Assistant Become an integral... ...& Community Banking Trust and Security Product team where you will... ...least five years of administrative experience Advanced... ...Microsoft Office Excellent telephone etiquette... ...health and wellness centers, a retirement...SeniorWork at office
- Unleash your product expertise to build an AI-powered capability... ...consumer businesses.As a Senior Product Associate in, AI Campaign Analytics Marketing... ...so stakeholders can trust, interpret, and act on AI-... ...on-site health and wellness centers, a retirement savings plan,...Senior
$126.96k - $161.87k
The Senior Associate will support complex valuation engagements... ...for structured products such as CLOs, RMBS, and... ...exposures across real estate, corporate, and specialty... ...requirements.Advanced Excel skills; familiarity with... ...personal and building trust into every result -...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- C360 Data Product - Senior AssociateThe teamClient 360 (C360) is a flagship... ...team is hiring Data Product Associates to own the translation of... ...This position represents an excellent opportunity for candidates to... ...on-site health and wellness centers, a retirement savings plan,...Senior
- ...Product Delivery Senior Associate in Card Installments UAT Team Join our team as a Product Delivery Senior... ...prioritize work effectively. ~ Excellent attention to detail with the ability... ...coverage, on-site health and wellness centers, a retirement savings plan, backup...SeniorLocal areaImmediate startRelocationWork visaRelocation package
$55k - $151.47k
...people in software and product innovation focus on... ...program controls. As a Senior Associate you will analyze... ...Behavior Studies, Business Administration/Management At... ...advanced proficiency in Excel and PowerPoint... ...establish a secure and trusted workplace for all....SeniorH1b- Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...standing in the jurisdiction of practice. Excellent communication, interpersonal, and...SeniorPrivate practiceFlexible hoursShift work
- ...journey, with the Machine Learning Center of Excellence (MLCOE) creating and deploying solutions... ...our commercial goals, enhancing productivity and risk management through AI and machine... ...Natural Language Processing (NLP) - Senior Associate, you will own the full lifecycle of...SeniorWork at office
- Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes... ...duties performed by a Senior Trust Analyst, the... ...onboarding and learning of new associates, to serving as a... ...Advanced Word, Excel (Expert level), and Outlook...SeniorTemporary workInterim roleSecond job
$174k - $261k
...and a stronger community of associates united by our mission. At... ...“I can succeed as the Senior Trust, Estate & Fiduciary Strategist at... ...opportunities, ongoing trust administration and post-mortem trust and... ...Candidate Will Demonstrate:Excellent time management and communication...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- ...in the family of Penta products is STRUXI Labor Cost... ...a desire to become a trusted expert in our product... ...using STRUXI via help center support ticket. Schedule... ...issue resolution and have excellent problem solving... ...sponsorship at this time. Seniority level Seniority level...SeniorFull timeRemote workFlexible hours
$19 - $21 per hour
...department head with clerical and administrative business details. Utilizes... ...with daily counting of center contributions. Maintain department... ...’s mission by striving for excellence in all aspects of their job... .... Experience working with seniors preferred. Computer...SeniorHourly payWork at office- Unleash your expertise in product development and optimization... ...financial organizations. As a Senior Product Associate in the Personalization &... ..., and operational excellence with platform engineering.... ...mobile, web, branch, contact center). Demonstrated prior experience...Senior
- JOB DESCRIPTION Unleash your product expertise to build an AI-... ...consumer businesses. As a Senior Product Associate in AI Campaign Analytics Marketing... ...so stakeholders can trust, interpret, and act on AI-generated... ...-site health and wellness centers, a retirement savings plan,...Senior
- ...leading efforts to shape operational excellence. We partner with teams across the... ...accordance with the Firms standards. As a Senior Product Delivery Associate in Offers & Shopping, you will help... ..., on‑site health and wellness centers, a retirement savings plan, backup childcare...SeniorWork visa
$350k
...ArentFox Schiff is seeking a Senior Associate (8th-year class or above),... ...join its Private Clients, Trusts & Estates practice. This position is... ...with two partners who are excellent practitioners and who each... ...that may include productivity, business development, and...SeniorPrivate practiceWork at officeFlexible hoursShift work$77.39k - $127.14k
## Senior Trust Tax AccountantApplylocations: Berwyn, PAtime... ..., trust and estate planning, brokerage and... ...preparation, review, and administration of federal, state,... ...and estate accounts.* Excellent analytical, organizational... ...may offer eligible Associates discretionary and...SeniorWork at officeLocal areaFlexible hours- ...synchronizing efforts across diverse products and interpreting... ...allocation. As a Senior Product Portfolio Operations Associate in the Chief Analytics Office... ...insights using advanced Excel (including pivot tables,... ...site health and wellness centers, a retirement savings plan...SeniorWork at office
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York. This role will involve collaborating with clients on estate planning, providing trust administration guidance, and contributing to business development efforts. The ideal candidate...Senior
$125k - $250k
...investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve... ...extensively.• Strong technical skills, including Microsoft Excel and PowerPoint; Bloomberg, Morningstar Direct and eVestment...SeniorTemporary work- Marshall Graham, a growing law firm in New York, seeks an experienced Litigation Attorney for its Trusts & Estates Litigation Practice. This role involves managing high-stakes disputes and working directly with clients on sensitive family matters. The ideal candidate should...Senior
- ...role within a Single Family Office in New York. The candidate should have 5-8 years of UHNW tax experience, with exposure to estate, gift, and trust matters, and will oversee complex returns for family members and related entities. The role emphasizes tax planning,...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusts & Estates Center of Excellence (COE) - Senior Product Associate - Administration Oversig[...]. Be the first to apply!
- product safety specialist New York, NY
- product specialist medical New York, NY
- digital product specialist New York, NY
- product placement specialist New York, NY
- senior product specialist New York, NY
- product information specialist New York, NY
- product specialist New York, NY
- product marketing associate New York, NY
- product operations specialist New York, NY
- product support specialist New York, NY

