YOUR IMPACT
Are you a quick-thinking self-starter with a passion for helping families achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside the box? Our Assistant Trust Officers (ATO) administer trusts, estates and other fiduciary accounts for high-net-worth clients of Goldman Sachs Private Wealth Management. We are seeking a professional who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining 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.
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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.
Goldman Sachs Trust Company
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 team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.
HOW YOU WILL FULFILL YOUR POTENTIAL
- ATOs administer a book of fiduciary accounts while maintaining the highest service and fiduciary standards
- Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary
- Prepare account regulatory reviews and discretionary distribution requests
- Coordinate and oversee tax preparation on accounts with our tax compliance service provider
- Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor
- Coordinate client management with the primary relationship manager (Private Wealth Advisor)
- Attend client conference calls and meetings
- Participate in internal and external marketing efforts
- Interact with client attorneys and advisors
WHERE WILL YOU MAKE AN IMPACT
Our Private Wealth Management business spans the globe, with 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
The Trust Company has offices in New York, Wilmington, Delaware and Miami. The ATO position is for our Wilmington, Delaware office.
EXPERIENCE & SKILLS WE'RE LOOKING FOR
- 2-3 years of experience administering trusts and/or estates
- College degree required
- Law degree a strong plus
- Some direct experience in probate and estate settlement a plus
- Understanding of "Regulation 9" requirements and core concepts affecting fiduciary administration helpful
- Understanding of core concepts of estate planning helpful
- Basic understanding of the fiduciary investment process helpful
- Strong team orientation
- Ability to work in a fast-paced environment and think clearly under pressure
- 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
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit 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. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're 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're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity