Trust Analyst, AYCO Company, L.P.

Posted: 02/22/18 | SHARE:


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. 

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 


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 

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