Are you a quick-thinking self-starter with a passion for estate settlement administration, the desire to work closely with fiduciary professionals, and the ability to think outside the box? Our Estate Analysts support all aspects of our estate settlement services business from an operational and account administration standpoint. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to supporting estate administration and enhancing our business.
An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. (GSTC) is a limited-purpose national bank providing world-class trust, estate and charitable administration services to ultra-high-net-worth clients across the United States. GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our Estate Settlement Services team is dedicated to administering estates efficiently, thoughtfully, and in coordination with fiduciary professionals, PWAs, outside counsel, tax advisors, beneficiaries, and other stakeholders while observing our responsibilities as an independent, professional fiduciary.
Based in our New York City office, a GSTC Estate Analyst (EA) provides direct support for estate settlement administration, including account administration, coordination of estate-related activity, and management of the operational experience for estates and related stakeholders.
Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts
Administer estate cash management functions, including receipts, disbursements, journals, checks, and wires
Coordinate preparation of estate tax payments, fiduciary income tax payments, and related tax filings
Support estate account oversight activities to comply with fiduciary, operational, and regulatory requirements
Reconcile and verify estate account activity, asset values, distributions, and historical data as needed
Coordinate estate-related account implementation, asset transfers, and funding activity
Support projects related to estate settlement workflows, process improvements, and team strategic planning
Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process
Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity
Participate in efforts to improve efficiencies within the Estate Settlement Services business
GSTC has a national practice, working with PWAs based in the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach
Bachelor's Degree Required
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in client service
Self-motivated and able to work in an autonomous, yet collaborative environment
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Commitment to excellence and a high level of integrity
Strong knowledge of estates practice area, including probate and tax matters
Paralegal experience in estate administration and/or experience on an estate administration team at a wealth management firm is a plus
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York • New York, NY, US
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