Trust & Estates Safekeeping Analyst

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

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 off...