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Asset & Wealth Management, Private Wealth Management, Trust , Trust Office

Job in Wilmington, New Castle County, Delaware, 19894, USA
Listing for: Goldman Sachs
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Position: Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office[...]

Position

Asset & Wealth Management, GS Trust Company, Trust Officer, Vice President (Wilmington, DE) –
Goldman Sachs

Overview

Are you a quick‑thinking self‑starter with a passion for helping families achieve their long‑term financial goals, the desire to work closely with top fiduciary, tax, and wealth‑management professionals, and the ability to think outside the box? Our Trust Officers (TO) administer trusts, estates and other fiduciary accounts for high‑net‑worth clients of Goldman Sachs Private Wealth Management. We seek professionals who can thrive in a fast‑paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

Responsibilities
  • Administer 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 senior staff and internal/external counsel as needed
  • 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
Experience & Skills We’re Looking For
  • 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
  • Understanding of core concepts of estate planning
  • Basic understanding of the fiduciary investment process
  • 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
Location

The Trust Company has offices in New York and Wilmington, Delaware. This position is for our Wilmington, Delaware office.

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, and we’re committed to fostering and advancing diversity and inclusion throughout our workplace by ensuring every individual within our firm has opportunities to grow professionally and personally.

Equal

Opportunity Employment

Goldman Sachs is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law. We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

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