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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

Vacancy posted 4 days ago
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