Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs

About the role

The Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

Principal Responsibilities

• Client on-boarding and data management to ensure up-to-date information records
• Tax data management, including requesting and organizing relevant tax data to be used in the preparation of client tax returns
• Aid in tax season activities, including tax return quality control, liaising with third-party tax preparers, preparing estimated payment vouchers and e-filing tax returns
• Complete annual tax mailings and requirements (e.g., foreign reporting forms and tax disclaimers)
• Aid in data gathering for the creation of client financial exhibits and in some cases helping the team to prepare certain exhibits when applicable (cash flow reports, etc.)
• Prepare documents for third-party investment subscriptions
• Complete required paperwork for asset transfer and account service requests (e.g., letters of authorization)
• Monitor and report on quality control metrics
• Create and manage accounts and portals for secure communication with clients and third parties

Basic Qualifications

• Bachelor’s degree preferred
• Client service experience preferred
• Working knowledge of Word, Excel, Adobe, Outlook and PowerPoint
• Ability to work in a fast-paced environment and think clearly under pressure
• Strong organizational and multitasking skills
• Commitment to a high degree of focus to ensure excellent work quality and accuracy
• Excellent written and verbal communication skills
• Enthusiasm and positive approach to problem-solving and client service
• A strong team player that enjoys working with others
• Ability to maintain a high degree of confidentiality