Asset & Wealth Management – Private Wealth Management – Trust Analyst
| Company | Goldman Sachs |
|---|---|
| Location | New York, NY, USA |
| Salary | $75000 – $125000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Preferred Qualifications
-
No preferred qualifications provided.