Trust Officer

The Trust Officer role oversees the administration of trusts appointed to JPMorgan, ensuring compliance with legal, tax, and fiduciary requirements while managing investment decisions and discretionary powers. This position requires developing strong relationships with beneficiaries and external advisors to meet client needs and uphold the grantor's intentions. The role also involves partnering with Wealth Advisors to vet new business, cross-sell products, and contribute to team training and development.