Estate Settlement Specialist - Private Wealth

SRI Conference; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Goldman Sachs GSTC Estate Settlement Services in New York City seeks an Estate Associate to support estate settlement administration, account coordination, and asset management for high-net-worth clients. You will collaborate with PWAs, fiduciary professionals, tax advisors, and clients to ensure timely, accurate processing and compliance.

You will help with onboarding, cash management, tax filings, and liaison activities across teams, while maintaining rigorous attention to detail and superior

Qualifications

• 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 and fiduciary work.
• Self-motivated with ability to work autonomously and collaboratively.
• Strong verbal and written communication skills and organizational abilities.
• Commitment to excellence and integrity in fiduciary matters.
• Knowledge of estates practice, probate, and tax matters.
• Paralegal or Senior Associate experience in estate administration preferred.

Responsibilities

• Support Estate Settlement Services team with administration, operation, and monitoring of estate accounts.
• Participate in regular client calls with trusted advisors.
• Manage competing priorities to meet deadlines and align stakeholder expectations.
• Act as liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other teams.
• Assist with estate onboarding: documentation, account opening, asset inventory, and funding activity.
• Administer estate cash management: receipts, disbursements, journals, checks, wires.
• Coordinate preparation of estate tax and fiduciary tax filings.
• Oversee estate account activities to ensure fiduciary, regulatory compliance.
• Reconcile estate activity, asset values, distributions, and historical data.
• Support estate-related account implementations, asset transfers, and funding.
• Contribute to projects improving estate settlement workflows and team planning.
• Participate in efforts to increase efficiencies in Estate Settlement Services.

Skills

Client service

Communication

Autonomy

Attention to detail

Time management

Team collaboration

Problem solving

Education

Bachelor's degree

J.D. preferred

Job description

Goldman Sachs GSTC Estate Settlement Services in New York City seeks an Estate Associate to support estate settlement administration, account coordination, and asset management for high-net-worth clients. You will collaborate with PWAs, fiduciary professionals, tax advisors, and clients to ensure timely, accurate processing and compliance.

You will help with onboarding, cash management, tax filings, and liaison activities across teams, while maintaining rigorous attention to detail and superior