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Goldman Sachs

Advises on mergers and trades stocks and bonds

Asset & Wealth Management - Multiple Teams

Wealth Management & Financial AdvisoryPosted on Nov 11
Full-timeWilmington, DE, USANo salary listed

About the Job

Requirements

  • A bachelor's degree is required.
  • The candidate should have 0–5+ years of experience administering trusts and/or estates.
  • The candidate should understand Regulation 9 requirements and core concepts affecting fiduciary administration.
  • The candidate should understand core concepts of estate planning.
  • The candidate should have a basic understanding of the fiduciary investment process.
  • The candidate must be able to work in a fast-paced environment and think clearly under pressure.
  • The candidate must be self-motivated and able to work autonomously while collaborating with others.
  • The candidate should have strong verbal and written communication, organizational, and interpersonal skills.
  • The candidate must demonstrate commitment to excellence and a high level of integrity.

Responsibilities

  • Administer a book of fiduciary accounts while maintaining high service and fiduciary standards.
  • Interpret and understand the trust and related documents governing each account, using senior staff and internal and external counsel as resources when necessary.
  • Prepare account regulatory reviews and discretionary distribution requests.
  • Coordinate and oversee tax preparation on accounts with the tax compliance service provider.
  • Coordinate the investment process with Trust Company investment officers and the Private Wealth Advisor.
  • Coordinate client management with the primary relationship manager, the Private Wealth Advisor.
  • Attend client conference calls and meetings.
  • Participate in internal and external marketing efforts.
  • Interact with client attorneys and advisers.

Desired Qualifications

  • A law degree is a strong plus.
  • The CTFA designation is a plus.

About the Company

Goldman Sachs

Advises on mergers and trades stocks and bonds

Goldman Sachs advises companies and governments on mergers, raises money for them by selling their stocks and bonds, and trades securities for big investors such as hedge funds and pension funds. It led Ford Motor's 1956 stock market debut, then the largest share sale in US history. Traders buy and sell stocks, bonds, currencies, and commodities for clients and lend them money, while bankers earn a fee on each deal they advise on or arrange. Its asset and wealth management arm invests for institutions and wealthy families and charges fees based on the money it oversees. The firm was founded in 1869, when it began brokering short-term IOUs for New York merchants, and it is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1869

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