JP Morgan Chase & Co.

Trusts & Estates Center of Excellence (COE) – Senior Product Associate – Administration Oversight & Training

JP Morgan Chase & Co. • $90K — $130K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 1 month ago
Job Overview by Ladders

Qualifications

  • Experience in wealth management, private banking, or trust and estate administration preferred
  • Working knowledge of trust and estate administration processes
  • Exposure to quality review, operational risk, or governance activities
  • Experience coordinating and delivering training, including developing learning materials
  • Strong communication and interpersonal skills

Responsibilities

  • Support administration oversight, including issue identification and tracking
  • Maintain familiarity with procedures and provide support for updates
  • Coordinate, prepare, and deliver trainings for new hires and refresher courses
  • Support internal communications and maintain training materials on SharePoint
  • Act as a contact point for COE initiatives and assist leadership with materials

Benefits

  • Opportunity to work for a prestigious global leader in investment management
  • Collaboration with experienced professionals in a specialized field
  • Focus on continuous training and development
  • Participation in a dynamic and adaptive team environment
  • Engagement in high-impact work that influences client satisfaction and operational integrity
Full Job Description
JOB DESCRIPTION

The Senior Product Associate – Administration Oversight & Training supports the Trusts & Estates Center of Excellence by providing partnership, training coordination, and broad process awareness across administration oversight, procedures, and communications.

This role supports administration oversight and procedural governance in partnership with COE team members. However, the Senior Product Associate is expected to maintain strong end0to0end knowledge of trust and estate administration processes and to support continuity, risk awareness, and effective communication across the practice.

The role works closely with COE leadership and business partners, particularly Product Managers and Product Owners, to schedule, develop, and deliver trainings, and to maintain training materials, and ensure communications and reference content accurately reflect current practices and regulatory expectations. The individual also serves as a key point of contact for administration oversight and training0related inquiries.

Responsibilities:

  • Administration Oversight Support: Maintain working knowledge of trust and estate administration workflows, including quality review processes and escalation paths; support issue identification, tracking, and follow0up in partnership with COE team members; and serve as a point of contact for administration0related questions.
  • Procedure Awareness: Maintain familiarity with trust and estate procedures and provide support with updates or edits as needed to ensure alignment with current practices and training materials.
  • Training Coordination and Delivery: Coordinate, prepare, and directly deliver new0hire and refresher trainings; maintain and update training decks, job aids, and onboarding materials.
  • Communications & Content: Support internal communications and maintain COE SharePoint content, including training-related materials and reference resources to ensure materials are accurate, clear, and accessible.
  • COE Partnership & Coverage: Serve as a point of contact for COE initiatives and support leadership with materials, responses, and ad hoc requests.

  

Attributes:

  • Strong business and risk awareness
  • Clear, effective communication
  • Strong organizational skills and attention to detail
  • Ability to manage multiple priorities in a lean team environment
  • Collaborative, flexible, and solutions0oriented

 

Qualifications:

  • Experience in wealth management, private banking, and/or trust and estate administration preferred
  • Working knowledge of trust and estate administration processes
  • Exposure to quality review, operational risk, or governance activities
  • Experience coordinating and delivering training, including developing or maintaining training decks, job aids, or other learning materials.
  • Strong communication and interpersonal skills

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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