Estate Settlement Associate, Wealth Management

Candidate Experience Site - Lateral; New York (NY); Presencial; USD 110.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

On-site health centers

Generous vacation policy

Employee assistance program

Descripción de la vacante

Goldman Sachs' Private Wealth Management arm seeks an Estate Associate in New York to support estate settlement administration and coordinate with fiduciary professionals and clients. This role involves managing account activity, asset inventory, and funding, while ensuring regulatory compliance and timely tax filings.

Located in New York, the position emphasizes meticulous communication, problem solving in administrative workflows, and delivering exceptional client service within a prestigious

Formación

• Bachelor's degree required; J.D. preferred.
• Strong client service mindset and ability to communicate clearly under pressure.
• Autonomous yet collaborative work style with integrity and professionalism.
• Solid understanding of estates practice, probate, and tax matters.

Responsabilidades

• Support estate settlement administration and operational activities for estates.
• Coordinate with PWAs, fiduciary professionals, and external counsel on estate matters.
• Oversee documentation, account openings, asset inventory and funding activity.
• Administer estate cash management, including receipts and disbursements, journals, checks and wires.
• Coordinate preparation of estate tax payments and related tax filings.
• Reconcile estate account activity and asset valuations; ensure regulatory compliance.
• Collaborate on process improvements and estates workflow enhancements.

Conocimientos

Client service

Written communication

Attention to detail

Cross-functional collaboration

Educación

Bachelor's Degree Required

J.D. preferred

Descripción del empleo

Goldman Sachs' Private Wealth Management arm seeks an Estate Associate in New York to support estate settlement administration and coordinate with fiduciary professionals and clients. This role involves managing account activity, asset inventory, and funding, while ensuring regulatory compliance and timely tax filings.

Located in New York, the position emphasizes meticulous communication, problem solving in administrative workflows, and delivering exceptional client service within a prestigious