Wealth Management Solutions, Trust & Estates, Trust Settlement Officer Team Lead

Job description

Description 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 Team Lead/Settlement Officer ED in Wealth Management Solutions, Trust & Estates, you will oversee a team of Settlement Administrators, the administration of the trusts, prepare settlement documents, and assign accounts. In this role you will interact with your team, 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: - Manage of team of Administrators. - Prepare settlement documents. - Review and assign accounts to our tea...