Asset & Wealth Management, Private Family Office, Bill Pay, Analyst - Albany

Goldman Sachs•Albany, NY

13d

About The Position

The Analyst will provide accounting services for Private Family Office clients, including proactive record keeping and bill payment. The Bill Pay team manages accounts payable and receivable, general ledger maintenance, account reconciliation, and reporting. The role involves daily interaction with high-net-worth clients and/or financial advisors, with additional ad-hoc reporting and special projects as client complexity increases. The Private Family Office provides financial counseling and implementation across areas including investment review, income tax, estate planning, employee benefits, risk management, philanthropic planning, and cash management.

Requirements

Associate’s degree required.
Strong verbal and written communication skills.
Strong organizational skills and excellent attention to detail.
Ability to work in a fast-paced environment and handle multiple priorities and deadlines.

Nice To Haves

Experience in a bookkeeping or accounting position.
Knowledge of general ledger accounting, accounts payable, accounts receivable, payroll, and bank reconciliation procedures.
Small business experience, including 1099 and sales/use tax experience.

Responsibilities

Maintain general ledger accounts for client activities.
Process client accounts payable.
Process client accounts receivable.
Prepare client reports, including completing tasks associated with bank account reconciliations.
Serve as a key liaison to facilitate communication among clients, vendors, and counseling teams.
Complete special projects at management's direction.
Perform data entry related to client record-keeping and reporting processes.