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 Trust Administrator I

Details
Country: USA
Location: Dallas TX
Total applied: 40
Location:US-TX-Dallas

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no
Trust Administrator I

As part of a Nonprofit Administration team in a national capabilities unit, the Nonprofit Trust Administrator will provide a high level of nonprofit trust administration and compliance expertise for the management of various nonprofit relationships or for discretionary grant and scholarship trusts. This individual will be responsible for providing client service support for nonprofit custody, agency, and trust accounts that include endowments, planned giving programs, private foundations, and charitable trusts.



Responsibilities will include transaction processing, document interpretation, making fiduciary decisions, and managing risk while adhering to regulatory and organizational policies and procedures. There will be daily interaction with clients, relationship managers, fiduciary executives, and other internal service partners.














REQUIREMENTS


This individual will be client focused and a skillful communicator who excels at relationship building. Polished written and verbal communication skills and outstanding problem-solving skills are essential. This individual must have the ability to read and interpret basic trust, custody, and agency documents, a solid understanding of trust and financial accounting principals, and familiarity with various trust accounting systems. Also critical is strong proficiency in personal computer skills and Microsoft Office applications. The job requires a Bachelor's degree and three to five years of personal or institutional trust administration experience.



Preferred skills are experience in administration of nonprofit and charitable relationships, proficient user of Microsoft Access, related grant-making experience, experience or interest in planned giving administration, and unitized fund accounting knowledge.



JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.







JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.


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