Asset & Wealth Management, Goldman Sachs Ayco, Estate Settlements Services, Associate, Albany

Estate Settlement Services Advisor

Are you interested in estate and trust administration and enjoy helping others navigate important financial transitions? Do you like working with detailed documents and turning complex information into clear, practical guidance?

Goldman Sachs Wealth Management is seeking an Estate Settlement Services Advisor to join our team. This role offers the opportunity to support advisors and clients through the estate and trust settlement process while continuing to build your knowledge and expertise. You will work in a collaborative environment where attention to detail, strong communication, and thoughtful problem-solving are key to delivering a high-quality client experience.

As an Estate Settlement Services Advisor, you will:

• Review and Summarize Documents: Analyze wills and trust documents and provide clear summaries to help advisors understand key provisions
• Support Advisor Education: Help explain estate and trust concepts in a clear and practical way to colleagues and advisor teams
• Collaborate Across Teams: Work with internal partners, including risk, compliance, and operations teams, to support smooth processes
• Assist with Client Transitions: Support administrative processes following a client's passing, including coordination with internal teams
• Build External Relationships: Communicate with external partners such as attorneys, tax advisors, and fiduciaries as part of ongoing case work
• Contribute to Team Initiatives: Support internal projects, training efforts, and materials that enhance team effectiveness

We are looking for a motivated, detail-oriented professional who is interested in developing in estate and trust administration.

Basic Qualifications

• Bachelor's Degree required (advanced degree a plus, but not required)
• Approximately 36 years of relevant experience (e.g., financial services, estate administration, trust operations, or related field)
• Foundational understanding of estate planning and administration concepts
• Strong written and verbal communication skills, with the ability to explain complex information clearly
• Organized and detail-oriented, with the ability to manage multiple tasks and deadlines
• Collaborative mindset and ability to work effectively across teams
• Positive attitude, strong work ethic, and willingness to learn

Salary Range The expected base salary for this Albany, New York, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

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:

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.