Remote Wealth Management Associate

The Washington Trust Company; Westerly (RI); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) plan

Health benefits

Paid time off

Job summary

The Washington Trust Company is seeking a Wealth Associate to join the Wealth Management Administration team in Providence/Westerly, RI, with remote options within RI/CT/MA. You will support wealth professionals, coordinate onboarding, document management, and execution of operational workflows to ensure accuracy and timely processing.

The ideal candidate has 5+ years in wealth management or client administration, and a strong proficiency in MS Office.

Qualifications

• Bachelor's degree or equivalent experience with 5+ years in wealth management operations, financial services administration, client service, or related field.
• Strong understanding of operational workflows and account servicing.
• Excellent organizational skills with attention to detail and accuracy.
• Proficient in MS Office applications (Word, Excel, Outlook).
• Professional communication with clients and internal partners.

Responsibilities

• Respond to client and internal inquiries in a timely, professional manner and route requests as needed.
• Coordinate client meetings, prepare materials, and support follow-up activities.

Skills

Wealth management ops

Client service

Account administration

MS Office proficiency

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Washington Trust Company is seeking a Wealth Associate to join the Wealth Management Administration team in Providence/Westerly, RI, with remote options within RI/CT/MA. You will support wealth professionals, coordinate onboarding, document management, and execution of operational workflows to ensure accuracy and timely processing.

The ideal candidate has 5+ years in wealth management or client administration, and a strong proficiency in MS Office.