Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE

Goldman Sachs•Wilmington, NC

6d•Onsite

About The Position

The Trust Analyst/Associate role is within the Asset & Wealth Management division, specifically in Private Wealth Management and the Goldman Sachs Trust Company (GSTC). This position is based in Wilmington, DE. The role supports the Trust Administration team in the operation, maintenance, and monitoring of client accounts. Key responsibilities include administering cash management functions, preparing tax payments and filings, managing client account oversight for regulatory compliance, reconciling account activity, coordinating investment advisory account implementation, leading projects for new business development and strategic planning, serving as a liaison to other PWM support areas, assisting with new account onboarding, and participating in efforts to improve GSTC business efficiencies. The ideal candidate is a self-starter with a passion for financial markets, a desire to work closely with portfolio managers, and the ability to think outside the box. This role requires attention to detail, strong communication skills, and a commitment to client service in a fast-paced environment.

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

Responsibilities

Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts
Administer cash management functions, including journals, checks and wires
Prepare tax payments and other related tax filings
Manage client account oversight activities to comply with regulatory requirements
Reconcile and verify account activity and research historical data as needed
Coordinate investment advisory account implementation
Lead projects related to new business development and team strategic planning
Serve as key liaison to other areas supporting the PWM business
Assist with the new account onboarding process, including documentation and funding
Participate in efforts to improve efficiencies within the GSTC business