Remote Wealth Management Operations Associate

The Washington Trust Company; Westerly (RI); Hybrid; USD 60,000 - 70,000; Full time

Job summary

The Washington Trust Company is hiring a Wealth Associate to support wealth management administration in Providence or Westerly, RI, with the option to work remotely from RI, CT, or MA. You will back wealth professionals and staff with onboarding, servicing, and account administration to ensure timely, accurate workflows.

A minimum of 2 years in wealth management operations or client administration is expected; the role offers growth into fiduciary services and client relationship management

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in wealth management operations, financial services, or client administration.

Responsibilities

• Provide client and administrative support for wealth management activities.
• Coordinate client meetings and prepare materials.
• Process account-related transactions and maintain records.
• Support onboarding, maintenance, and servicing throughout client lifecycle.
• Improve data accuracy and documentation in systems.

Skills

Wealth management operations

Client service

Account administration

Financial documentation

Multi-tasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Washington Trust Company is hiring a Wealth Associate to support wealth management administration in Providence or Westerly, RI, with the option to work remotely from RI, CT, or MA. You will back wealth professionals and staff with onboarding, servicing, and account administration to ensure timely, accurate workflows.

A minimum of 2 years in wealth management operations or client administration is expected; the role offers growth into fiduciary services and client relationship management