Trust Analyst: Client-Focused Fiduciary Operations

Goldman Sachs; Wilmington (DE); On-site; USD 70,000 - 100,000; Full time

Job summary

Goldman Sachs in Delaware seeks a Trust Analyst/Associate to support client accounts, conduct relationship oversight and coordinate operational tasks for GSTC. You will administer cash management, tax filings, and ensure regulatory compliance in a fast-paced environment.

This role offers exposure to PWM and private wealth services, interaction with portfolio managers, and opportunities to contribute to new client onboarding and efficiency initiatives within GSTC.

Qualifications

• Bachelor's degree required.
• 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.

Responsibilities

• Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts.
• Administer cash management functions, including journals, checks and wires.
• Prepare tax payments and other related tax filings.
• Manage client account oversight activities to comply with regulatory requirements.
• Reconcile and verify account activity and research historical data as needed.
• Coordinate investment advisory account implementation.
• Lead projects related to new business development and team strategic planning.
• Serve as key liaison to other areas supporting the PWM business.
• Assist with the new account onboarding process, including documentation and funding.
• Participate in efforts to improve efficiencies within the GSTC business.

Education

Bachelor's Degree

Job description

Goldman Sachs in Delaware seeks a Trust Analyst/Associate to support client accounts, conduct relationship oversight and coordinate operational tasks for GSTC. You will administer cash management, tax filings, and ensure regulatory compliance in a fast-paced environment.

This role offers exposure to PWM and private wealth services, interaction with portfolio managers, and opportunities to contribute to new client onboarding and efficiency initiatives within GSTC.