Estate Associate
Goldman Sachs • New York, NY6d • Onsite
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Asset & Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York
Goldman Sachs•New York, NY
•Onsite
About The Position
The Estate Associate supports Goldman Sachs Trust Company’s Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts. Based in the New York City office, the role provides direct support for estate settlement administration, coordinates estate-related activity, and manages the operational experience for estates and related stakeholders. The associate works with estate and trust officers, fiduciary professionals, Private Wealth Advisors, outside counsel, tax advisors, beneficiaries, and other partners to administer estates efficiently and thoughtfully while supporting the company’s responsibilities as an independent professional fiduciary. The role includes estate onboarding and account opening, asset inventory and funding, daily cash management and money movement, account oversight and reconciliation, tax-payment and filing coordination, and oversight of team deadlines related to tax administration. The associate also participates in client and advisor calls, helps manage competing priorities, and supports workflow improvements and strategic planning.
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.
- Strong organizational and interpersonal skills.
- Commitment to excellence and a high level of integrity.
- Strong knowledge of estate practice, including probate and tax matters.
Nice To Haves
- J.D. preferred.
- Paralegal or Senior Associate experience in estate administration and/or experience on an estate administration team at a wealth management firm is strongly preferred.
Responsibilities
- Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts.
- Participate in regularly scheduled calls with clients and their trusted advisors.
- Manage competing priorities to meet established deadlines and maintain clear expectations across stakeholders.
- Serve as a liaison to Private Wealth Advisors, fiduciary professionals, outside counsel, tax advisors, and other areas supporting estate settlement.
- Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity.
- 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 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.
- Participate in efforts to improve efficiencies within the Estate Settlement Services business.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
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