If you’re interested in a career in wealth management and fiduciary services and are committed to delivering exceptional client experiences, this internship offers a strong opportunity to build relevant experience. You will work closely with trust professionals who support individuals, families, and organizations in managing and preserving assets, while developing a solid foundation in financial services.
As a 2027 Trust Management Intern at JPMorganChase, you will support Trust Officers and Trust Administrators in administering fiduciary accounts. You will gain exposure to trust administration, client service, operational workflows, and regulatory requirements, helping ensure assets are managed in alignment with fiduciary standards and client objectives. This role provides meaningful involvement in day-to-day business activities and the chance to develop valuable professional skills and industry knowledge.
The program is designed to provide a fixed-term, full-time experience beginning in Summer 2027 for a period of up to 10 weeks.
Job responsibilities
- Provide administrative and operational support for day-to-day trust administration activities, including document management, reporting, and data maintenance
- Support Trust Officers and Trust Administrators with account administration and client service activities
- Assist with the preparation, review, and organization of trust and financial documentation
- Participate in projects from initiation through completion, including process documentation, automation, and continuous improvement initiatives
- Provide exceptional client service while assisting with client outreach, follow-up requests, and collection of required documentation
- Maintain accurate records and ensure information is updated within applicable systems and databases
- Adhere to the firm's risk and control standards while helping protect client information and assets
- Collaborate with team members and business partners to support departmental priorities and deliver quality outcomes
Required qualifications, capabilities, and skills
- Pursuing a Bachelor's degree from an accredited college or university with an expected graduation date between December 2027 and June 2030
- Strong organizational skills and attention to detail
- Strong verbal and written communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Ability to work independently and collaboratively as part of a team
- Demonstrated professionalism and ability to handle confidential information appropriately
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook
- Strong analytical and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
- Demonstrated interest in Wealth Management, Trust Administration, Financial Planning, Finance, Accounting, Economics, Business Administration, or a related field
- Experience building relationships, serving others, or leading initiatives through coursework, student organizations, athletics, volunteer activities, community engagement, internships, or part-time employment.
- Experience working with data, reporting, or process improvement initiatives
- Proficiency with AI-powered productivity and research tools, with the ability to apply them responsibly to support analysis, communication, and problem-solving.
Locations you can join
- Jackson, WY
Your exact office location maybe within proximity to one of our main hubs. This will be communicated to you prior to your start date.
Cohort Start Date: June 2027
- You must be able to report to your designated office location on your start date.
- Relocation assistance is not offered for this role.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
What's Next?
- To be considered for the Emerging Talent Summer Experience Program, you must submit a complete application, which includes your resume and location preference.
- Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions so we have as much information about you as possible.
- If you meet the minimum criteria for the application, you may receive an invitation to complete a video interview powered by HireVue.
- HireVue is required, and your application will not be considered for further review until this step is completed.
- We strongly encourage you to complete your HireVue video interview within two days of receiving the invitation.
- Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.