Wealth Management Associate - Mineral and Oil Assets

Trust and Estate Mineral and Oil - Associate

Join our Wealth Management team and make a meaningful impact managing specialty assets. Develop your expertise in financial operations while supporting property managers and analysts. Be part of a collaborative environment focused on accuracy, compliance, and client service.

As an Associate within the Wealth Management team, you oversee account fees and financial processes. You ensure documentation accuracy, assist with compliance, and provide essential support to property managers and analysts. You contribute to the team’s success by enhancing operational efficiency and maintaining high standards.

Job Responsibilities:

• Monitor account fees and identify anomalies for review.
• Prepare and reconcile check request forms.
• Verify receipt of checks and documentation.
• Conduct mini-audits of recent leases.
• Ensure all required documents are uploaded.
• Track committee items and image signed forms.
• Confirm bonus/consideration received.
• Prepare updated W9 forms as needed.
• Send change of address letters and verify updates.
• Analyze monthly expense reports for significant changes.
• Escalate high-priority items from group Digimail box.

Required Qualifications, Capabilities, and Skills:

• Demonstrate 7+ years of experience in financial operations, accounting, or wealth management.
• Hold a bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Exhibit strong analytical and problem-solving abilities.
• Display exceptional attention to detail and organizational skills.
• Communicate effectively both verbally and in writing.
• Manage multiple tasks and prioritize efficiently.
• Utilize Microsoft Excel and PowerPoint proficiently.

Preferred Qualifications, Capabilities, and Skills:

• Apply experience in oil and gas asset management or mineral accounting.
• Understand lease administration and committee processes.
• Manage escheated funds and tax monitoring tasks.
• Employ advanced Excel skills, including pivot tables and data analysis.
• Support property managers with specialized asset knowledge.
• Collaborate with cross-functional teams for process improvements.
• Adapt to evolving financial regulations and compliance requirements.

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 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.

Experience Level

Senior Level