Goldman Sachs · 5 hours ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate - Wilmington, DE
Wilmington, DE
Full-time
Onsite
New Grad, Entry, Mid Level
0+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking an Assistant Trust Officer to administer trusts, estates, and fiduciary accounts for high net worth clients. The role involves collaborating with tax and wealth management professionals to maintain high service standards and support client needs.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Help to administer a book of 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
Qualification
Required
0 – 5+ years of experience administering trusts and/or estates
College degree required
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
Preferred
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
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2025-12-31
2025-12-30
Company data provided by crunchbase