Trust Operations & Client Services Analyst

SRI Conference

New York (NY)

Presencial

USD 70.000 - 120.000

Jornada completa

Hace 6 días
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Descripción de la vacante

Goldman Sachs seeks a Trust Analyst/Associate based in New York City to support the Goldman Sachs Trust Company (GSTC) within Private Wealth Management. You will oversee client accounts, administer cash management, prepare tax filings, ensure regulatory compliance, and collaborate across PWM and GSTC teams to deliver fiduciary services to ultra-high-net-worth clients.

The role entails reconciling activity, coordinating investment account implementations, onboarding new accounts, and contributing

Formación

  • 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

Responsabilidades

  • 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

Conocimientos

Bachelor's Degree
Fast-paced environment
Client service
Communication
Integrity

Educación

Bachelor's Degree Required

Descripción del empleo

Goldman Sachs seeks a Trust Analyst/Associate based in New York City to support the Goldman Sachs Trust Company (GSTC) within Private Wealth Management. You will oversee client accounts, administer cash management, prepare tax filings, ensure regulatory compliance, and collaborate across PWM and GSTC teams to deliver fiduciary services to ultra-high-net-worth clients.

The role entails reconciling activity, coordinating investment account implementations, onboarding new accounts, and contributing

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