Estate Settlement Specialist, Wealth Management

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

Job summary

The Goldman Sachs Trust Company (GSTC) in New York City seeks an Estate Associate to support estate settlement administration, coordinating with estate and trust officers and fiduciary specialists to ensure precise, timely processing of accounts.

You will manage estate accounts, meet deadlines, and liaise with PWAs, fiduciary professionals, outside counsel, tax advisors, and clients to deliver compliant, client-focused administration.

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.
• Self-motivated and able to work autonomously yet collaboratively.
• Strong verbal and written communication, organizational and interpersonal skills.
• Commitment to excellence and high integrity.
• Knowledge of estates practice, probate and tax matters.
• Paralegal or Senior Associate experience in estate administration, preferably at a wealth management firm.

Responsibilities

• 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

Job description

The Goldman Sachs Trust Company (GSTC) in New York City seeks an Estate Associate to support estate settlement administration, coordinating with estate and trust officers and fiduciary specialists to ensure precise, timely processing of accounts.

You will manage estate accounts, meet deadlines, and liaise with PWAs, fiduciary professionals, outside counsel, tax advisors, and clients to deliver compliant, client-focused administration.