Vice President, Trust Officer Greater Philadelphia, PA Area

The Company is seeking a Trust Officer VP to join their Global Trusts & Estates Practice. The successful candidate will be responsible for the administration of trusts, including the analysis of trust documents for legal, tax, administrative, and investment issues. This role requires the ability to make recommendations regarding the exercise of discretionary powers as a trustee, oversee investment decisions, and work with tax officers and trust counsel to resolve tax issues. The Trust Officer VP will also be expected to develop and maintain relationships with beneficiaries and advisors, partner with wealth advisors for new trust business, and engage in the cross-selling of the company's products and services. Applicants must have a Bachelor’s degree, with a preference for an MBA or J.D., and a minimum of 7 years' of relevant experience in the trust business. In-depth knowledge of fiduciary products and services, as well as comprehensive understanding of trust law, gifting techniques, and various taxations, is essential. The role demands a professional with the ability to interact effectively with a diverse client base, a strong team player, and a proactive individual who can contribute to the company's reputation as a leading global financial services firm. The Trust Officer VP will be expected to maintain current information on beneficiaries' needs and circumstances and to provide superior client services in line with the firm's fiduciary duties.

Hiring Company

JPMorgan Chase & Co.