Estate Settlement Associate — Private Wealth Management

Goldman Sachs Group; New York (NY); Presencial; USD 110.000 - 160.000; Jornada completa

Descripción de la vacante

Goldman Sachs in New York seeks an Estate Associate to support estate settlement administration, coordinating with estate and trust officers, fiduciary experts, and PWAs. You will manage account activity, asset inventories, funding, and deadlines across tax-related processes.

The role emphasizes precision, client service, and collaboration within a prestigious wealth-management environment. This position is based in New York City offices.

Formación

• Bachelor’s Degree required; J.D. preferred
• 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
• Strong knowledge of estates practice area, including probate and tax matters
• Paralegal or Senior Associate experience in estate administration and/or experience on an estate administration team at a wealth management firm is strongly preferred

Responsabilidades

• 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 while maintaining clear expectations across stakeholders
• 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
• 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
• Participate in efforts to improve efficiencies within the Estate Settlement Services business

Conocimientos

Verbal communication

Written communication

Client service

Autonomous collaboration

Organizational skills

Integrity

Estate practice knowledge

Paralegal/estate administration

Educación

Bachelor’s Degree Required

J.D. preferred

Descripción del empleo

Goldman Sachs in New York seeks an Estate Associate to support estate settlement administration, coordinating with estate and trust officers, fiduciary experts, and PWAs. You will manage account activity, asset inventories, funding, and deadlines across tax-related processes.

The role emphasizes precision, client service, and collaboration within a prestigious wealth-management environment. This position is based in New York City offices.