We are seeking an Assistant Trust Officer to administer trusts, estates, and other fiduciary accounts for high net worth clients of Goldman Sachs Private Wealth Management. The ideal candidate will have 0-5+ years of experience administering trusts and/or estates, a college degree, and strong communication and organizational skills.
Requirements
- 0 – 5+ years of experience administering trusts and/or estates
- College degree required
- Law degree a strong plus
- CTFA designation 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