Estate Settlement Specialist — Private Wealth

Goldman Sachs; New York (NY); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Financial Wellness

On-site health centers

Fitness benefits

Child care program

Descripción de la vacante

Goldman Sachs Trust Company in New York invites an Estate Associate to support estate settlement administration, account coordination, and asset management. You will liaise with PWAs, fiduciary professionals, and clients, ensuring timely tax filings and distributions. Bachelor’s degree required, J.D.

preferred. The role demands clarity under pressure, strong client service, integrity, and excellent written and verbal communication to support sophisticated estates.

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

Estate administration

Tax matters

Client service

Communication

Attention to detail

Team collaboration

Educación

Bachelor's Degree

J.D. preferred

Descripción del empleo

Goldman Sachs Trust Company in New York invites an Estate Associate to support estate settlement administration, account coordination, and asset management. You will liaise with PWAs, fiduciary professionals, and clients, ensuring timely tax filings and distributions. Bachelor’s degree required, J.D.

preferred. The role demands clarity under pressure, strong client service, integrity, and excellent written and verbal communication to support sophisticated estates.