Office Assistant jobs at Moss Adams - 623 jobs

**About this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities + Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. + Work with Executive Sponsorsto help identifycommercial opportunities + Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. + Help organize partnership meetings, events and firmwide initiatives. + Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. + Co-ordinate in account planning sessions + Contribute to team projects as required. Desired Qualifications + 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields + Problem solver with an advisory mindset, ability to act as a trusted partner to clients. + Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. + Analytical ability to synthesize information and summarize issues. + Superb attention to detail and ability to effectively multi-task. + Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. + Excellent verbal and written communication skills. + Robust quantitative skills along with demonstrated analytical ability. + Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

FULL-TIME Part-time Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of. You're excited about this role because you will: * Share your passion for fitness by helping new members get started on their fitness journey. * Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. You'll spend your days: Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests. Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community. Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging. We're excited about you because you: Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others. Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn. Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment. VARIABLE COMPENSATION: Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions. Availability * Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community Travel Requirement * Minimum travel may be required for training purpose and lead generation. DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary. Benefits Summary 24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership. Compensation Summary All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan. Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above). Actual offer may vary from posted hiring range based on location, work experience, and/or education. Pay Range: $17.75 - $17.75 FUNCTIONAL GROUP Service

Acadia (NYSE:AKR), headquartered in Rye, New York, Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual - core and investment management - platforms. Our energized team is accomplishing this goal by building a best-in-class, location-driven core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic urban and street-retail corridors, including those in New York, Chicago, Los Angeles, San Francisco, Washington DC, Dallas, and Boston. At the same time, we manage opportunistic and value-add investments through our investment management platform. Acadia is seeking a full-time Office Manager to provide administrative support for the Company's satellite office based in downtown Brooklyn. This is a full-time onsite position based in Brooklyn, New York. Key Responsibilities: Manage day-to-day administrative functions. Responsible for accounts payables including auditing of invoices to ensure accuracy and proper coding. Assist with bidding of contracted services. Preparing company service agreements and monitoring contracted services. Assisting with tenant relations including tenant communications. Assist with updating, monitoring and enforcing property rules and regulations. Responsible for accounts receivable for 3rd party billings and assists corporate accounts receivables department. Assist with quarterly and yearly accruals. Responsible for on-property LED signage including ensuring operational, proper placement and content, as well as content submittal to 3rd party company. Assist property personnel with expense report submittals. Process tenant billings. Order supplies. Support vendor check-in/check-out procedures. Provide backup support as needed for any absent management team members. Other administrative, clerical or operational duties as assigned by management. Qualifications: Bachelor's degree required 3+ years' administrative/and or facilities experience Understand and practice basic accounting principles. Ability to manage multiple priorities, administrative coordination, and logistics. Outstanding written and verbal communication skills. Strong proficiency in MS Office Suite. Must demonstrate strong attention to detail with excellent organizational and follow-up skills. Ability to thrive in a fast-paced environment. Ability to work a flexible schedule to accommodate business needs, including holidays. Experience with MRI and/or Nexus a plus. The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions, including but not limited to, skill sets; experience and training; licensure and certifications; and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each individual. A reasonable estimate of the current base salary range for this position is $65,000 to $75,000. Employees may also be eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Acadia Realty is an Equal Opportunity Employer - M/F/Veteran/Disability

The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the worlds most sophisticated clients as they look to engage more expansively and creat Associate, Global, Client Relations, Office, Business Services

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Front Desk, Fitness, Hotel, Manufacturing, Sales

Office Assistant / Errand Runner Job Description Job Brief: An Office Assistant/ Errand Runner is responsible for performing a range of clerical and administrative tasks to support daily operations in an office setting. An Office Assistant is responsible for keeping the office supplied and organized, and assisting managers with their daily tasks, as assigned. To fulfill these duties, this assistant will need to frequently run errands. The ideal candidate will be hard-working, professional, able to undertake a variety of office support tasks, and work diligently under pressure. Training for office tasks will be provided. Currently looking for an employee with daytime and some weekend availability. Responsibilities: Running Errands, such as bank deposits, shopping - ranging from groceries to electronic supplies -, picking up and dropping off documents and supplies for company executives. May occasionally drive executives to airports or meetings. General office duties, such as answering and managing phone calls, copying, scanning, and filing. Opening and closing procedures for the office, such as filling paper in the printer and fax machines, minor cleaning, refilling supplies for office staff (i.e. staplers, pens, highlighters), watering plants, putting away dishes, etc. Internet research for purchasing office supplies. Monitor level of supplies and handle shortages. Perform receptionist duties when needed. Maintaining confidentiality in all aspects of company information. Other duties as required. Requirements and skills Good work ethic Valid driver's license Working knowledge of office equipment Excellent organizational and time management skills The abilities to anticipate needs, to be resourceful, and to be responsive are important Dependable, dedicated, resourceful Ability to work independently Familiarity with office gadgets and applications (e.g. Windows, MS Office, scanners, copy machines, etc. . . .) Education: Currently attending a college/university Job Types: Part-time Salary: $17.00 - $17.50 per hour Benefits: Health insurance Paid time off Professional development assistance Schedule: 4 hour shift 8 hour shift Weekend availability Ability to commute: Santa Ana, CA 92707

Our staff enjoy flexible hours, summer Fridays, and dress for your day attire! Essential Job Functions: Process tax returns. Reception and telephone duties - including initial contact with the public, answering and directing incoming calls. Mail duties. Provide assistance to all staff members including producing letters, mailings, client financial information, etc., adhere to code of ethics. Requirements: Minimum of at least 2 years' related experience. Possess excellent phone, MS Word, and Adobe Skills. Ability to write clearly, read and interpret written information, present ideas effectively and document activities. Ability to work with individuals with various needs while adhering to the firm's policies and procedures. Must possess excellent written and oral communication. Able to work some evenings and Saturdays during March and April. Benefits: Family Friendly Culture Competitive Salary Flexible Work Schedules This position would be in office during training and then hybrid once training is complete. Summer Fridays Dress for your Day Health Insurance, dental, vision, 401(k), life insurance, supplemental short and long-term disability

Field Office Administrative Assistant Why This Role Matters As our Field Office Administrative Assistant, you'll be the connector who keeps everything running smoothly. From coordinating schedules to supporting regional management, you'll play a key role in ensuring our team stays organized, informed, and ready to deliver. This is more than just an admin role-it's a chance to grow, contribute, and make an impact every day. What You'll Do Keep documentation up to date and maintain clear communication with regional management Organize meetings, video conferences, travel itineraries, and manage calendars Support team members who are traveling or working remotely Take notes during meetings and share materials with the team Prepare reports, presentations, and correspondence that make information clear and accessible Manage expense reports and reconcile charges accurately Welcome visitors, answer calls, and maintain a professional office environment Distribute mail, email, and internal communications Maintain filing systems and ensure information is easy to find Jump in on special projects and process improvements as needed What We're Looking For 2-5 years of administrative or office support experience (new grads welcome to apply) High school diploma required; bachelor's degree preferred Strong computer skills (Word, Excel, PowerPoint); SAP Ariba experience is a plus Japanese language skills are a plus Soft Skills That Set You Apart High emotional intelligence and ability to work with diverse personalities Strong customer service mindset and stakeholder awareness Proactive, organized, and initiative‑driven Comfortable making decisions in ambiguous situations Clear communicator across all levels, internal and external Customer‑facing experience preferred Why You'll Love Working Here You'll gain exposure to diverse teams and stakeholders, building skills that grow your career You'll be part of a collaborative, supportive environment where your voice matters You'll have opportunities to learn, develop, and take initiative on meaningful projects You'll enjoy a role that balances structure with variety-no two days are the same

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Serve as a subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective with specialization in the administration and restructuring of trusts Interpret and understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary Act as the main point of contact and dedicated manager providing oversight for services provided by preferred third party trust company service providers serving GS&Co. Ensure excellence in client service for services provided by preferred third party trust company service providers working with their dedicated teams and managers, PWAs and clients Provide high level supervision as the dedicated relationship manager to ensure a favored client experience Serve as regional fiduciary business development officer working closely with PWAs on new prospect matters as they related to the need for discretionary and directed trust services. Liaison closely with GS Trust Company professionals including GS Trust Company Chief Fiduciary Officer Proactively monitor the trust and client situation to determine when and whether the client might benefit from additional GS Family Office and/or GS Trust Company services QUALIFICATIONS Bachelor's Degree Required Must have a JD and/or MBA Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies Prior experience at a trust company in a legal, business development, administration, or operational role is preferred Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Deep interest in the financial markets and good investment sense/commercial instinct Excellent interpersonal skills and a desire to work in a team-oriented environment Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment Extensive experience of presenting to internal and external audiences Ability to build consensus and facilitate decision-making among families Demonstrated progression of leadership and business development responsibilities Excellent writing and communication skills Outstanding analytical and problem - solving skills Commitment to delivering the highest quality of service in a timely and thoughtful manner 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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.

YOUR IMPACT Goldman Sachs Family Office is in search of an experienced estate planning attorney to serve as a Vice President to develop innovative wealth planning strategies to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with a background in tax, trust and /or estate advisory. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective Provided tailored support to bespoke clients Advise individuals and families on all aspects of the transition of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre-transaction planning, charitable giving and the administration and restructuring of trusts Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams EXPERIENCE & SKILLS WE'RE LOOKING FOR Bachelor's Degree and Juris Doctorate required 4 to 7 years of experience as a practicing attorney in Trust and Estates Experience working with clients in structuring multi-generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax Strong estate tax planning expertise Experience with state and local tax matters for the CA and western states a plus Familiarity with directed trust structures and fiduciary laws of Delaware or other trust-favored jurisdictions a plus Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Excellent interpersonal skills and a desire to work in a team-oriented environment Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment Experience presenting to internal and external audiences Ability to build consensus and facilitate decision-making among families Experience in the structuring and management of family office entities is a plus Ability to work in a fast-paced environment and think clearly under pressure Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment) 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. 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.

YOUR IMPACT Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships. * Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality. * Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity. * Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts. * Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships). * Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities. * Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities. * Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations. * Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors. * Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records. * Handle all sensitive financial information with the utmost discretion and confidentiality. * Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties * Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS * Bachelor's Degree Required, preferably in Accounting, Finance, or a related field. * An ACCA/CPA certification is highly desirable. * A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment. * Exposure to investment reporting, alternative assets, or trust/estate accounting. * Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients. * Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests). * Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms * Exceptional Excel skills. * Experience with state and federal tax matters is a plus * Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning * Excellent interpersonal skills and a desire to work in a team oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) 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: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this Albany, New York, United States-based position is $80000-$250000. 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.

YOUR IMPACT Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships. Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality. Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity. Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts. Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships). Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities. Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities. Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations. Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors. Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records. Handle all sensitive financial information with the utmost discretion and confidentiality. Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS Bachelor's Degree Required, preferably in Accounting, Finance, or a related field. An ACCA/CPA certification is highly desirable. A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment. Exposure to investment reporting, alternative assets, or trust/estate accounting. Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients. Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests). Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms Exceptional Excel skills. Experience with state and federal tax matters is a plus Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Excellent interpersonal skills and a desire to work in a team oriented environment Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this Albany, New York, United States-based position is $80000-$250000. 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.

Job Title: Executive Assistant and Office Assistant About the Role: Marathon Capital is seeking a highly professional and detail-oriented Executive Assistant to support Office Operations and several Managing Directors in our Houston office. This role is critical to the smooth functioning of our investment banking operations and requires a candidate with exceptional organizational acumen, sound judgment, and the ability to thrive in a fast-paced, high-performance environment. As a trusted partner you will manage complex calendars, coordinate high-stakes meetings and travel, and serve as a key liaison between executives, clients, and internal teams. You will be responsible for preparing confidential communications, presentations, and reports that support strategic initiatives and client engagements. Your ability to anticipate needs, maintain discretion, and ensure seamless execution of administrative functions will directly contribute to the firm's operational excellence. Key Responsibilities: Manage daily office operations by receiving and screening communications, serving as the main point of contact for office needs, coordinating supplies and inventory, arranging catering, and liaising with building management to ensure smooth facilities support. Support staff and new hires by assisting with onboarding (virtual and in-office) and providing general IT help, including phone, internet, printing, binding and web conferencing setup and troubleshooting. Upholds the firm's high standards of excellence in both client-facing and behind-the-scenes responsibilities including meeting preparation and on-site support. Provides high-level administrative and operational support to senior executives, including highly dynamic calendar and expense management, complex travel coordination, and meeting preparation with a focus on maximizing executive productivity Serves as project manager for the executive, taking ownership of tasks, ensuring alignment with initiative priorities, and driving projects to completion Proactively relieves the executive of as much administrative detail as possible including notetaking, tracking to-do lists, and email management Handles sensitive information with the utmost confidentiality and professionalism, serving as a trusted liaison between the executive and internal/external stakeholders Anticipates the executive's needs and proactively addresses potential issues, ensuring seamless and efficient operations, prioritize commitments, manage conflicts, streamline workflows, triage requests, and ensure follow-through. Skills & Qualifications: Five plus years of related experience including organization, coordination, and performance of duties at a responsible level for executives Five plus years of customer service experience Excellent PC skills, experience using Microsoft Office applications and CRM (Deal Cloud) Outstanding organizational and time management skills Exceptional communication and presentation skills, both written and verbal Demonstrated ability to exercise discretion and maintain confidentiality at all times. Ability to work independently and handle multiple tasks in a fast-paced environment About Marathon: Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year - North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary and with local presence in Madrid and Seoul. *********************** Equal Employment Opportunity: Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law . The Company is committed to complying with all applicable laws providing equal employment opportunities . This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS Bachelor's Degree Required 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. Bachelor's degree or equivalent work-related experience. Strong project management skills, capable of multi-tasking; self-starter. Strong conceptual skills; a strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self-motivated, entrepreneurial, mission-driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual with background in U.S. tax, trust and /or estate advisory, who has a passion for detailed estate planning and modelling. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients. Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies. Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders. Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts. Taking ownership for quality assurance, and reporting deadlines being met. Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties. Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles. Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience. Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS Bachelor's Degree Required CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus Experience in governing document drafting and review across multiple jurisdictions is a plus A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies Deep interest in the financial markets and good investment sense/commercial instinct Excellent interpersonal skills and a desire to work in a team-oriented environment Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment Willingness and desire to work in-person in the Dallas office Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. * Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. * Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. * Client Relations: Build trusted relationships with clients and advisors. * Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS * Bachelor's Degree Required * 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. * Extensive experience working with clients in developing and executing family enterprise strategies. * Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. * Bachelor's degree or equivalent work-related experience. * Strong project management skills, capable of multi-tasking; self-starter. * Strong conceptual skills; a strategic thinker. * Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. * Self-motivated, entrepreneurial, mission-driven and team player. * Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS Bachelor's Degree Required 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. Bachelor's degree or equivalent work-related experience. Strong project management skills, capable of multi-tasking; self-starter. Strong conceptual skills; a strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self-motivated, entrepreneurial, mission-driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

This position is responsible for assisting staff by taking phone calls, checking emails, and directing client inquiries to the appropriate department. Additional duties of the LGEIS Office Assistant will include processing paperwork, reporting, and helping to maintain the highest quality of service possible. Job seekers should be organized professionals who bring a positive, problem-solving energy to the office. We are looking for a detail-oriented, friendly, and personable insurance office assistant.What You'll Do Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents Support LGEIS by maintaining carrier information which includes: Statement reconciliation, Policy downloads/reconciliation, Gathering carrier promotional data for campaigns, Maintain vendor/carrier contacts via applicable formats Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations Maintain Agency Calendar Distributes mail, packages, or office supplies within CUSO/LGEIS Proactively seek opportunities to gain and stay abreast of insurance industry knowledge Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act Who You Are Required: High School Diploma Required: 2+ years customer service experience Required: Proficient in Microsoft Word, Excel, PowerPoint, and general office skills • Preferred: Property & Casualty Insurance industry experience Must be able to maintain a high level of confidentiality Ability to multi-task, strong attention to detail, and excellent time management skills Ability to coordinate and carry out details efficiently Excellent telephone etiquette Human relation skills evidenced by both verbal and written communications Proficient math and analytical skills