Location: Chicago, IL, United States

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 pointinvestigate 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.
• Bachelors degree

Safeguard trusts and estates by processing data, managing documents, enforcing controls, resolving issues, and promoting automation