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**Job Summary:** Join Goldman Sachs Ayco as an Estate Settlements Services Associate in Albany, NY. In this role, you'll support advisors and clients through estate and trust settlement processes, enabling a seamless transition of wealth. Your impact will be driving a high-quality client experience through diligent document review, clear communication, and collaborative problem-solving. **Key Responsibilities:** - Review and summarize wills and trust documents to help advisors understand key provisions. - Support advisor education by explaining estate and trust concepts in a practical and clear manner. - Collaborate with internal and external teams to streamline processes and build relationships. - Assist with administrative processes during client transitions. **Required Skills and Experience:** - Bachelor’s degree. - 3-6 years of relevant experience (e.g., financial services, estate administration, trust operations). - Foundational understanding of estate planning and administration concepts. - Strong written and verbal communication skills, with the ability to simplify complex information. - Organized and detail-oriented, with the capacity to manage multiple tasks and deadlines. - Collaborative mindset and positive attitude with a strong work ethic. - Willingness to learn and grow within the role. **Additional Information:** - Competitive salary range: USD 60,000 - 100,000. - Paired with discretionary bonuses based on annual performance. - Comprehensive benefits package, including medical, dental, retirement plans, and work-life balance initiatives. - Join a globally recognized firm committed to employee success and development. Apply today to start your journey with Goldman Sachs Ayco!
- Compensation
- $60,000 – $100,000 USD
- City
- Albany
- Country
- United States
Currency: $ (USD)
Full Job Description
YOUR IMPACT
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.
OUR IMPACT
WEALTH MANAGEMENT
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
The Estate Settlement Services (ESS) team works with advisors who service high net worth to ultra-high net worth clients across the United States. ESS is an internal team comprised of technical advisors who provide education, training, and practical guidance to advisor teams to help the advisors efficiently navigate the process of settling client estates and trusts. Members of the ESS team interact with many segments of the firm including working closely with internal compliance officers and legal departments while also connecting externally with the clients fiduciary, legal, and tax advisors.
HOW YOU WILL FULFILL YOUR POTENTIAL
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 clients 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
WHAT WERE LOOKING FOR
We are looking for a motivated, detail-oriented professional who is interested in developing in estate and trust administration.
Basic Qualifications
- Bachelors 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: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc., 2026. All rights reserved.
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.
