Estate Settlement Analyst — Private Wealth

Goldman Sachs; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Goldman Sachs in New York, NY, seeks an Estate Analyst to support estate settlement administration and client service within a fast-paced fiduciary environment. You will coordinate account activity, tax payments, and onboarding, working closely with PWAs and tax advisors to deliver precise administration.

The role emphasizes attention to detail, strong communication, and collaboration across teams in a leading wealth management firm. Knowledge of probate and tax matters is valuable.

Qualifications

• Bachelor’s Degree required and ability to work in fast-paced environment.
• Strong client service orientation and communication skills.
• Experience in estate administration or wealth management estate team is a plus.

Responsibilities

• Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts.
• 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 activities 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.
• Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process.
• Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity.
• Participate in efforts to improve efficiencies within the Estate Settlement Services business.

Skills

Communication skills

Client service

Self-motivated

Autonomous yet collaborative

Verbal and written communication

Integrity

Estate tax knowledge

Education

Bachelor’s Degree

Job description

Goldman Sachs in New York, NY, seeks an Estate Analyst to support estate settlement administration and client service within a fast-paced fiduciary environment. You will coordinate account activity, tax payments, and onboarding, working closely with PWAs and tax advisors to deliver precise administration.

The role emphasizes attention to detail, strong communication, and collaboration across teams in a leading wealth management firm. Knowledge of probate and tax matters is valuable.