Military Pathways Direct Hire Program - Wealth Management Estates Transaction Processing Analyst

JPMorgan Chase Bank, N.A.
Full time Full day
Plano, TX
The JPMorgan Chase & Co. Military Pathways Direct-Hire Program is a highly selective program that connects top veteran talent to essential roles at JPMC and provides candidates the training, support and exposure they need to grow into future leaders across our most demanding businesses. Military Veterans have a unique set of experiences and leadership abilities that are greatly valued in our organization

As a member of the Military Pathways Direct-Hire Program, you will receive:



  • Induction training and acclimation support in your first month on the job
  • 12-months of program support, coaching and career development from our dedicated Pathways team
  • Networking opportunities with your Pathways colleagues
  • Exposure to senior members of the business
  • Professional skills training throughout the year to complement your on-the-job experience

This approach will enable you to create a network and set you up for success as you enter your career at JPMC

To ensure continuous development throughout the program, each candidate will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm

Background

As an Estates Transaction Processing Analyst in our Asset Wealth Management Operations organization, you will be required to work closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate distributions from retail brokerage and/or CWM retirement accounts for beneficiaries of deceased clients. This role includes reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms to ensure the authorized individual handling the decedent's account has complied with the firm's requirements. Other responsibilities include requesting liquidations, calculating payments based on beneficiary entitlements, completing payment distributions on behalf of beneficiaries, reporting and data analysis

Requirements:



  • U.S. Military enlisted/junior officer background with 4+ years of service
  • 0-5 years of separation from military service
  • Prefer 3+ years' experience in the securities industry and back office functions
  • Prior legal or estate processing experience is a plus
  • Experience in roles that require reviewing client documentation, following a workflow, and adhering to procedures
  • Ability to partner collaboratively with key stakeholders and able to influence decisions across all levels

Skills:



  • Client first mentality and the ability to build relationships
  • Ability to communicate with stakeholders of all levels both verbal and written
  • Ability to exercise discretion in handling confidential information
  • Must have empathy for the beneficiary experience
  • Proven track record of analytical thinking and problem solving
  • Strong organizational and time management skills
  • Ability to work in a fast-paced environment
  • History of supporting organizational changes
  • Ability to prioritize with minimal supervision
  • Strong attention to detail
  • Advanced Microsoft Office skills

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


Equal Opportunity Employer/Disability/Veterans

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