Wealth Management Solutions, Trust & Estates, Trust Officer VP

Job description

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trusts. Job Responsibilities: - Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services - Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee - Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate) - Comprehensive knowledge of trust law, gifting technique...