Asset & Wealth Management, Trust Services, Analyst - Wilmington, DE

Goldman Sachs•Wilmington, DE

7d•Onsite

About The Position

The Trust Analyst supports all aspects of the Trust Company's business from an operational and account management standpoint. This role requires a quick-thinking self-starter with a passion for financial markets, the ability to work closely with portfolio managers, and a capacity for out-of-the-box thinking. The Trust Analyst will thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential. The Goldman Sachs Trust Company (GSTC) is an essential component of Goldman Sachs’ private wealth management offering, providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients. Based in the Delaware office, the Trust Analyst provides direct account oversight, including relationship management, and is a key person in managing the ongoing operational experience for clients.

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