Wealth Management Solutions, Trust & Estates, Trust Officer - VP - JPMorgan Chase & : Job Details

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 techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration Work with Tax Officers and trust counsel to resolve tax issues Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop rel...Trust, Officer, Management, Solutions, VP, Client Relations, Banking, Business Services