Estate Settlement Specialist, Wealth Management

Goldman Sachs (lateral); New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Goldman Sachs GSTC, based in New York, seeks an Estate Associate to support estate settlement administration, coordinate accounts, and manage daily asset maintenance. You will collaborate with estate and trust officers and fiduciary experts to ensure timely information flow and execution.

In this role you will service estates, monitor deadlines, and liaise with PWAs, tax advisors, and external counsel to uphold regulatory requirements while delivering exceptional client service in a prestigious

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

Goldman Sachs GSTC, based in New York, seeks an Estate Associate to support estate settlement administration, coordinate accounts, and manage daily asset maintenance. You will collaborate with estate and trust officers and fiduciary experts to ensure timely information flow and execution.

In this role you will service estates, monitor deadlines, and liaise with PWAs, tax advisors, and external counsel to uphold regulatory requirements while delivering exceptional client service in a prestigious