Trust Operations Analyst — Private Wealth & Fiduciary Services

Goldman Sachs (lateral)

New York (NY)

On-site

USD 90,000 - 170,000

Full time

6 days ago
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Job summary

Goldman Sachs is seeking a GSTC Trust Analyst/Associate based in New York City. The role focuses on direct account oversight, relationship management, and operational excellence within private wealth services.

You will work with PWAs and other teams to deliver fiduciary and administrative services for ultra-high-net-worth clients, ensuring compliance, accuracy, and efficient service delivery.

Qualifications

  • Bachelor's Degree is required.
  • Thrives in a fast-paced environment under pressure.
  • Strong client service orientation.
  • Self-motivated and collaborative.
  • Excellent verbal and written communication.
  • Committed to excellence and 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.

Skills

Fast-paced
Client service
Self-motivated
Communication skills
Interpersonal skills
Integrity

Education

Bachelor's Degree

Job description

Goldman Sachs is seeking a GSTC Trust Analyst/Associate based in New York City. The role focuses on direct account oversight, relationship management, and operational excellence within private wealth services.

You will work with PWAs and other teams to deliver fiduciary and administrative services for ultra-high-net-worth clients, ensuring compliance, accuracy, and efficient service delivery.

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