Trust Analyst

Posted on Nov 16, 2018 by Ayco, a Goldman Sachs Company

Latham, NY 12110
Accountancy
Immediate Start
Annual Salary
Full-Time

Overview


We have an exciting opportunity for an Analyst in our Ayco Trust Advisory Services located in Latham, NY. With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.



Responsibilities

  • Facilitation of estate and trust account paperwork; knowledge of estate planning/documents preferred
  • Preparation and maintenance of meeting materials and reports
  • Act as the liaison to internal and external clients, including interaction with Goldman Sachs private wealth advisors, account managers and attorneys
  • Answering the telephone and responding to client inquiries in a professional and courteous manner
  • Handling and completion of action items involving confidential communications
  • Knowledge of Account Opening Operations, investment concepts, and compliance concerns preferred


Qualifications

  • Bachelor's degree preferred; all majors considered
  • Minimum of three years client service experience required
  • Series 7 and 66 preferred but not required
  • Working knowledge of certain Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook required
  • Strong organization skills with the ability to handle multiple tasks
  • Superior written and verbal communication skills
  • Strong attention to detail, proactive time management focus and task completion follow through

Reference: 568430428

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