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Experienced estate paralegal for busy, fast-paced and well-established fully remote boutique international estate law firm that continues to grow, working with high net worth and ultra high net worth clients from all over the globe. Includes preparation of probate filings, interfacing with court staff, estate and trust accounting and administration, federal estate and state inheritance and estate tax return preparation. Planning includes drafting of receipt and releases, estate planning drafting for federally taxed estates and more. Knowledge of OneSource or similar software helpful but not required. Attention to detail, maturity, sophistication, ability to handle sensitive information and ability to take charge a must. 5+ years of experience, a desire to dig into complex matters and a genuine interest in all things international preferred. Jurisdiction is NY, PA and NJ but not required. Our firm can accommodate flexible working arrangements but wants to be your home for a long time. What is your ideal situation? Send a resume to paula@jonesestategroup.com.

Experienced executive assistant needed for busy, fast-paced and well-established fully remote boutique international estate law firm that continues to grow, working with high net worth and ultra high net worth clients from all over the globe. Client-facing role includes intake and scheduling of client meetings, opening of files, invoicing, marketing campaigns, support for travel, speaking and conference arrangements and much more. Attention to detail, maturity, sophistication, ability to handle sensitive information and ability to take charge a must. 5+ years of experience, a desire to dig into complex matters and a genuine interest in all things international preferred. Our firm can accommodate flexible working arrangements but wants to be your home for a long time. What is your ideal situation? Send a resume to paula@jonesestategroup.com.

The Wealth Planning team at The Haverford Trust Company is responsible for delivering high-quality, scalable planning and expertise that protect and grow clients’ investment portfolios and support complex, multi-generational needs. As VP, Director of Wealth Planning, you report to and partner closely with the VP, Director of Portfolio Management, with primary responsibility for leading and developing the wealth planning team, serving as senior escalation on complex cases, and integrating planning, governance, and risk management into Portfolio Manager-owned client strategies while promoting Haverford’s expertise externally.

In addition, this role is expected to provide strategic partnership in advancing the firm’s trust and estate planning capabilities. This includes partnering closely with Trust Services to leverage the team’s expertise and position the team as a proactive, advice-driven group focused on delivering high-value estate planning strategies.

The VP, Director of Wealth Planning Strategy position requires a senior practitioner with deep expertise in trust and estate planning—ideally with experience as a practicing attorney or in a fiduciary/trust environment—who can elevate the firm’s technical capabilities, influence internal teams, and position Haverford as a leading advisor to high net worth and ultra-high net worth clients and their families.

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Kathleen Kinne (Hiring Manager) #302-634-2197  Kathleen.S.Kinne@jpmorgan.com

Job Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.

Job Responsibilities:

• Work with the Account Opening Group to open estate or trust accounts.
• Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
• Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
• Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
• Work with Tax Officers and trust counsel to resolve tax issues
• Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide  superior client service.
• Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
• Develop, retain and deepen client relationships.
• Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.  This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.

Required Qualifications, Skills and Capabilities

• Bachelor’s degree required 
• Relevant years of experience in the trust and estates industry
• Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
• Client Servicing – client knowledge, client relationships, proactive communication
• Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training

Preferred Qualifications, Skills and Capabilities

• Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration.
• Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice 
• Great role for recent law school graduates

Please apply online at JP Morgan’s website-  https://jpmc.fa.oraclecloud.com/fscmUI/redwood/internalmobility/opportunitymarketplace/job-apply?requisition_number=210741430&p_called_from=ORA_JOB_DETAILS

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

Employer Description

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Kathleen Kinne (Hiring Manager) #302-634-2197  Kathleen.S.Kinne@jpmorgan.com

Job Description

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.

Job Summary

As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will be crucial in maintaining our reputation as a leading global financial services firm.

Job Responsibilities 

• 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)
• Work with Tax Officers and trust counsel to resolve tax issues
• Address questions raised by beneficiaries, co-trustees and their advisors
• Work in a team-based environment
• Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor’s purposes and meet the needs of the beneficiaries. Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client services
• Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM’s role, the risks inherent in the structure and underlying assets, and the client’s expectations
• Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
• 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

Preferred Qualifications, Skills and Capabilities

• MBA or other advanced degree is a plus; J.D. preferred
• Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus

Apply online at JP Morgan’s website -   https://jpmc.fa.oraclecloud.com/fscmUI/redwood/internalmobility/opportunitymarketplace/job-apply?requisition_number=210686515&p_called_from=ORA_JOB_DETAILS

Employer Description

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​