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Associate - Trusts & Estates, Estates / Settlements Specialist - Wealth Management - Pipeline

3.00 to 4.00 Years   Mumbai City   15 Feb, 2021
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax,Operations Management / Process Analysis
EmploymentTypeFull-time

Job Description

We are looking for a dynamic individual, with a keen interest in understanding various aspects of the Trusts & Estates business, and delivering exceptional results, to join our Trusts & Estates team in Mumbai, India as an Assoc. This role will involve assisting the Estates & Trust Settlement teams in the US with various tasks in the Settlement process.Core Responsibilities:

  • Client Engagement provide exceptional client service while performing account opening requests, collection of client documentation, execution of account coding updates, and responding to team inquiries
  • Risk & Controls adhere to and maintain firm s control policies and procedures, prepare and review monthly risk and coding reports, prepare and review
  • Estate & Trust Administration partner with Estates and Trust Settlement team members in key aspects of account administration including:
    • Draft letters to beneficiaries based on type of termination and instructions provided
    • Receive beneficiary related forms and initiate service request tickets to update various systems
    • Update various account coding including investment, product, and team coverage
    • Update core systems to document completion of tasks
    • Prepare asset distribution plans for review by senior team members
    • Initiate security transfer tickets in conjunction with distribution plan requests
    • Prepare initial asset valuation report and identify discrepancies or valuation issues using Estate Val application
  • Partnership effectively collaborate with respective settlement teams and internal business groups to deliver and execute settlement related activities
  • People Management/Lead Mentor and develop junior professionals.
QUALIFICATIONS:Communication Excellent communication skills - written & verbal (experience in client communications preferred)
  • Exceptional relationship management skills - with the ability to liaise with internal and external partners
Exemplary interpersonal skillsExcellent telephone and telepresence etiquetteWork EthicStrong leadership and interpersonal skills, including 3-4 years of prior experience managing teamsAbility to handle complex and challenging situations from origination to completionStrong initiative, energy and confidence to complete projects with limited supervisionMust exhibit a high degree of motivation, sense of urgency and professional demeanorSkilled at multi-tasking and managing priorities effectivelyAbility to develop and maintain collaborative relationships with India team and Global Trusts & Estates practice.Ability to adapt to a rapidly changing and fast paced business and technology environmentAbility to identify and escalate issues.TechnologyProficiency in Microsoft Office Suite (Word, Excel, and PowerPoint), Microsoft Outlook, Adobe AcrobatAbility to learn procedures and proprietary software quickly Experience and interest in working with data and systems, understanding how various components of data work together, ability to interpret and translate information in emails/docs into data Experience and EducationBachelors degree required7+ years of experience in financial services industry with exposure to various aspects of managing client informationInvestment background with exposure to various assets types (marketable securities such as bonds, equities, private investments, and mutual funds)Previous experience working in the Trusts & Estates space a plus,

Keyskills :
account openingmicrosoft officeequipment supplymanagement skillsmicrosoft outlookfinancial servicesaccount administrationrelationship managementclient serviceriskexceltrustformscontroladobe

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