Trust & Estates Safekeeping Analyst
J.P. Morgan
IT
Chicago, IL, USA
This role is an integral component of Trust & Estates Safekeeping Services, accountable for supporting a team that supports data processing and document management activities, including document handling, preparation, imaging, and archiving. The Analyst partners across Trust & Estates, Operations, and related stakeholders to execute daily controls, manage escalations, and drive continuous improvement and automation.
As a Trust & Estates Safekeeping Services Analyst within JPMorgan, you will support the Trust & Estates business by contributing to a team responsible for document and data processing across the document lifecycle, including document handling, preparation, imaging, and archiving. You will partner closely with Trust & Estates and Operations to help maintain strong controls, ensure compliant safekeeping practices, and deliver a positive client experience.
Job Responsibilities
- Partner with Trust & Estates and Operations to obtain, route, and redirect client instructions appropriately.
- Execute and oversee daily controls to ensure safekeeping activities and vault items align with required standards.
- Identify risks and operational challenges early and implement solutions to meet service expectations and deadlines.
- Serve as a subject matter expert on projects impacting team processes and controls.
- Support testing and implementation of changes impacting systems and tools used by the team.
- Research and interpret client documentation to support accurate processing and resolution of issues.
- Review outputs to verify quality, identify data issues, and drive timely remediation.
- Act as an escalation point—investigate issues with partners, determine root cause, and provide clear responses.
- Assist team members and support business partners as needed.
- Identify opportunities for efficiency through automation, cost reduction, and metrics analysis.
Required qualifications, capabilities, and skills
- 2+ years of relevant professional experience including experience in safekeeping/vault operations and/or people leadership.
- Strong attention to detail and comfort working with high-volume data and documentation.
- Proven ability to lead, prioritize, and deliver in a deadline-driven environment.
- Advanced proficiency in Microsoft Office tools (Excel, Access, Word, PowerPoint), including the ability to analyze data, create reporting/presentations, and support process documentation.
- Bachelor’s degree
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
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.
Safeguard trusts and estates by processing data, managing documents, enforcing controls, resolving issues, and promoting automation