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

Goldman Sachs•Wilmington, DE

7d•Onsite

About The Position

The Trust Analyst/Associate role within Goldman Sachs Trust Company (GSTC), based in Wilmington, DE, supports the Private Wealth Management (PWM) business. This position is crucial for the operational and account management aspects of the business, requiring individuals who are detail-oriented, possess strong communication skills, and are dedicated to client service. The role involves working closely with portfolio managers and requires the ability to thrive in a fast-paced financial market 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

Nice To Haves

Passion for the financial markets
Desire to work closely with portfolio managers
Ability to think outside the box

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