Asset & Wealth Management, Trust Services, Analyst - New York
About The Position
The Estate Analyst role within Goldman Sachs' Asset & Wealth Management, Trust Services division supports all aspects of the estate settlement services business from an operational and account administration standpoint. The position requires individuals who can thrive in a fast-paced environment, demonstrating attention to detail, strong communication skills, and a commitment to client service. The Estate Analyst will provide 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. This role is based in the New York City office.
Requirements
- 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
Nice To Haves
- Paralegal experience in estate administration and/or experience on an estate administration team at a wealth management firm is a plus
Responsibilities
- 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
Benefits
- Discretionary bonus
- Competitive benefits and wellness offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
