Asset & Wealth Management, Trust Services, Analyst - New York

JOB SUMMARY & RESPONSIBILITIES

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for estate settlement administration, the desire to work closely with fiduciary professionals, and the ability to think outside the box? Our Estate Analysts support all aspects of our estate settlement services business from an operational and account administration standpoint. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to supporting estate administration and enhancing our business.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

The Goldman Sachs Trust Company (GSTC)

An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. (GSTC) is a limited-purpose national bank providing world-class trust, estate and charitable administration services to ultra-high-net-worth clients across the United States. GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our Estate Settlement Services team is dedicated to administering estates efficiently, thoughtfully, and in coordination with fiduciary professionals, PWAs, outside counsel, tax advisors, beneficiaries, and other stakeholders while observing our responsibilities as an independent, professional fiduciary.

Based in our New York City office, a GSTC Estate Analyst (EA) provides direct support for estate settlement administration, including account administration, coordination of estate-related activity, and management of the operational experience for estates and related stakeholders.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts
• 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
• 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
• Participate in efforts to improve efficiencies within the Estate Settlement Services business

WHERE WILL YOU MAKE AN IMPACT

GSTC has a national practice, working with PWAs based in the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach

QUALIFICATIONS

SKILLS & EXPERIENCE WE'RE LOOKING FOR

• 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
• Strong knowledge of estates practice area, including probate and tax matters
• Paralegal experience in estate administration and/or experience on an estate administration team at a wealth management firm is a plus

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity