Asset & Wealth Management, Private Wealth Management, Trust Company, Assistant Trust Officer, Associate - Wilmington, DE
3 weeks ago
Job summary
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 leading-edge technology data designResumen del puestoWe are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail strong communication skills client service are essential maintaining enhancing businessResponsibilities
- Help administer book fiduciary accounts while maintaining highest service standards
- Interpret understand trust related documents governing each account using senior staff internal external counsel necessary prepare account regulatory reviews discretionary distribution requests coordinate oversee tax preparation accounts with tax compliance provider coordinate investment process Trust Company investment officers Private Wealth Advisor attend client conference calls meetings participate internal external marketing efforts interact client attorneys advisorsHabilidades deseables-0-5+ years experience administering trusts estates college degree required law degree strong plus CTFA designation plus understanding Regulation requirements core concepts affecting fiduciary administration helpful understanding core concepts estate planning helpful basic understanding fiduciary investment process helpful self-motivated able work autonomous collaborative environment strong verbal written communication skills organizational interpersonal skills commitment excellence high level integrity
Job description
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