Trusts & Estates Associate | JPMorgan Chase – Mumbai
Job Description
Summary
JPMorgan Chase is hiring a Trusts & Estates Associate in Mumbai, Maharashtra to join its Global Trusts & Estates Practice within Asset & Wealth Management. In this pivotal role, you will support fiduciary operations, manage and maintain high-quality resource documents, and collaborate with subject matter experts to ensure compliance and procedural accuracy. Ideal candidates will have experience in financial services, strong documentation skills, and the ability to mentor junior team members. This role is perfect for professionals looking to advance their career in wealth management, fiduciary services, and trust administration while contributing to a global leader in financial solutions.
Job Details at a Glance
| Detail | Information |
|---|---|
| Job Title | Trusts & Estates Associate |
| Location | Mumbai, Maharashtra, India |
| Business Unit | Asset & Wealth Management |
| Employment Type | Full-Time |
| Shift | Day/Standard |
| Experience | 6+ years in financial services or fiduciary roles |
| Tools/Technologies | Microsoft Office, Adobe Acrobat, SCRIBE, Connect, Document Tracking System, ACES |
| Application Link | Apply on JPMorgan Chase Careers |
Key Responsibilities
- Develop, update, and maintain resource documents reflecting technical, regulatory, and procedural changes.
- Facilitate annual reviews of all resource documents to ensure accuracy and compliance.
- Partner with subject matter experts (SMEs) and governance leads to validate content.
- Mentor and guide junior team members, promoting professional growth within the team.
- Coordinate with global colleagues to align documentation and fiduciary practices.
- Execute multiple priorities efficiently, maintaining attention to detail and compliance standards.
- Assist in managing system access and supporting team operational needs.
- Translate complex communications into actionable insights for internal processes.
Required Skills & Qualifications
- Bachelor’s degree in Finance, Accounting, or related field.
- 6+ years of experience in financial services, wealth management, or trust administration.
- Strong expertise in document management, technical writing, and resource development.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat.
- Excellent verbal and written communication skills, including executive-level correspondence.
- Proven ability to work independently and collaboratively in a fast-paced environment.
- Strong leadership skills with experience mentoring or managing junior professionals.
Preferred Skills
- Knowledge of global trust statutes and fiduciary regulations.
- Familiarity with JPM Wealth Management systems such as SCRIBE, Connect, Document Tracking System, and ACES.
- Advanced Excel, SharePoint, or document automation skills.
- Ability to analyze and translate regulatory or procedural information into clear, actionable documentation.
- Strong problem-solving skills and initiative in risk management and compliance.
Why Join JPMorgan Chase
- Contribute to a global leader in Asset & Wealth Management delivering exceptional fiduciary services.
- Collaborate with industry experts and senior executives to impact wealth management practices worldwide.
- Opportunity to grow professionally in a dynamic, innovative, and inclusive work environment.
- Participate in projects that enhance operational efficiency, governance, and client satisfaction.
Apply Now
Advance your career as a Trusts & Estates Associate at JPMorgan Chase Mumbai. Support fiduciary services, develop critical resource documentation, and collaborate with global experts to deliver best-in-class wealth management solutions.