Business Support Analyst- Wealth Ops

Citizens; Johnston (RI); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services organization in Johnston, RI is seeking an Administrative Support Associate to provide clerical and operational support. The role involves maintaining data accuracy, engaging in risk management activities, and assisting in process documentation. Ideal candidates should have experience in financial services, strong organizational skills, and the physical ability to lift heavy items. This position is 100% in-office with a standard 40-hour workweek.

Qualifications

• Minimum 1 year of experience in banking and/or financial services.
• Ability to manage multiple priorities in a fast-paced environment.
• Physical ability to lift up to 30 lbs. regularly.

Responsibilities

• Participate in monthly branch file moves and client file shipments.
• Ensure data accuracy and document organization.
• Engage in continuous improvement and compliance training.

Skills

Attention to detail

Organizational skills

Interpersonal skills

Communication skills

Adaptability to computer systems

Education

High school diploma or equivalent (GED)

Associate’s or Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Overview

With a limited degree of supervision incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization such as filing and data entry. Additionally, they may also assist with the generating of reports and provide insights. Incumbents in this role act as a clerical support resource which can be utilized across any of the administrative functional areas at any time. Additionally, they may act as an informal resource for associates with less experience. Typically, they also perform non-secretarial administrative tasks.

Primary Responsibilities

• Participate in monthly branch file moves along with the packing and shipment of client files to Iron Mountain facilities.
• Ensure the accuracy of any data entry, organization of documents and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.
• Engage in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggest adjustments as needed.
• Complete operational risk management activities including record retention procedures; procedural governance; & compliance training.

Qualifications, Education, Certifications And/Or Other Professional Credentials

• Required Qualifications
• Completed high school diploma or equivalent (GED) with minimum 1 year of experience in banking and/or financial services OR
• Completed Associate’s or Bachelor’s degree with minimum 6 months of work experience
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Excellent interpersonal, verbal, and written communication skills
• Willingness to learn and adapt to various computer-based systems (e.g., Salesforce, NFS, Microsoft Office)
• Physical ability to lift to up to 30 lbs. on a regular basis without any accommodation
• Preferred Qualifications
• Knowledge of financial services regulations and investment products
• FINRA licensures
• Demonstrated job stability
• Interest in Wealth Management
• Documentation scanning experience

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday–Friday, 8:00 AM – 4:30 PM ET
• 100% in-office

Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position.

Equal Employment Opportunity: Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us: At Citizens, you\'ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Posting End Date: 11/18/2025