Asset Management - International Fiduciary Services - Trust Analyst - Nassau, Bahamas

Job description

J.P. Morgan Global Wealth Management Trust Analyst J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through two businesses: institutions and retail clients through J.P. Morgan Asset Management; and high and ultra high net worth clients through the Private Bank. With assets under supervision of $1.7 trillion and assets under management of $1.2 trillion, we are one of the largest asset and wealth managers in the world. J.P. Morgan Private Bank, which includes both the High Net Worth and Ultra High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized by Euromoney as the #1 Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States. We have more than 1,800 client advisors in 120 offices in 11 countries and 25 states. General Responsibilities Support the Trust Officers in the administration of trust and corporate structures Detailed Responsibilities ·Assists the new business process by opening internal and external bank/investment accounts; and preparing HAM and mailing instructions ·Prepares and processes all required documentation, including account forms, Letters of Direction, minutes and resolutions, for all account openings/closures for existing structures ·Prepares all required documentation, including Letters of Direction, Powers of Attorney, resolutions and minutes, as required ·Prepares all documentation relating to investment activities, including Letters of Direction, resolutions, subscription documents and Form W-8 Ben ·Processes transactions for the structure, including distributions and credit facilities and ensures that all required trust directions and company resolutions are in place to support the activity ·Processes resolutions for company liquidations and transfers ·Prepares entries for Transaction log ·Researches accounting inquiries ·Assists with the preparation of fiduciary reviews and T&I Committee headsheets ·Ensures proper communication to accounting and fee billing regarding all account activities ·Updates trust and company information in Client Information System (CIS) ·Prepares resolutions and cover letters for financial statements ·Assists Trust Officer in preparation of client meetings ·Assists Trust Officer with special projects ·Prepares instructions for payment of 3 rd party invoices

Desired profile

The successful candidate will have the following: ·Fluency in English, other languages an asset ·Excellent working knowledge of Excel and Word and ability to adapt to new systems ·Excellent organizational and communication skills ·Ability to work within strict deadlines whilst maintaining a high standard of accuracy ·Flexible / team worker JP Morgan Chase offers an exceptional benefits program and a highly competitive compensation package. JP Morgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.