Asset & Wealth Management, Trust Services, Analyst - Wilmington, DE
About The Position
The Trust Analyst supports all aspects of the Trust Services business from an operational and account management standpoint. This role is ideal for individuals who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential. The Trust Analyst will provide direct account oversight, including relationship management, and is a key person in managing the ongoing operational experience for clients of The Goldman Sachs Trust Company (GSTC). GSTC is an essential component of Goldman Sachs’ private wealth management offering, providing 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.
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
Benefits
- Valuable and competitive benefits and wellness offerings
- Training and development opportunities
- Firmwide networks
- Benefits, wellness and personal finance offerings
- Mindfulness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
