Asset & Wealth 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
• Assist with 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)
• Assist with 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)
• Interface with internal groups to complete various investment and operational tasks
• Monitor and report on quality control metrics
• Create and manage accounts and portals for secure communication with clients and third parties

Basic Qualifications

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• 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
• Commits a high degree of focus to ensure excellent work quality and accuracy
• Excellent written and verbal communication skills
• Enthusiastic and positive approach to problem-solving and client service
• A strong team player that enjoys working with others
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks
  Ability to maintain a high degree of confidentiality

Salary Range

The expected base salary for this Chicago, Illinois, 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 .