Temporary Wealth Management Assistant

The Washington Trust Company; Westerly (RI); On-site; USD 40,000 - 42,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time-off

Work-life program

401(k) plan

Job summary

The Washington Trust Company is seeking a Temporary Wealth Management Assistant to support Wealth Management Operations, assisting with processing client transactions, account maintenance, reporting, and workflows.

The role requires a college graduate (or pursuing a degree in Finance/Accounting or related field), proficiency with Microsoft Excel, strong organizational and communication skills, and full-time availability (40 hours/week) with reliable transportation to Westerly, RI.

Qualifications

• College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field.
• Proficient in Microsoft Office products (especially Excel).
• Excellent organizational skills.
• Strong language/communication skills.
• Strong administrative support experience.
• Must be available full-time (40 hours/week during business hours).
• Must have reliable transportation to Westerly, Rhode Island.

Responsibilities

• Immerse yourself in the daily responsibilities, projects, and initiatives of the department.
• Collaborate with seasoned professionals.
• Interact with team members and senior leadership.
• Provide clerical and administrative support to Wealth Management Operations.

Skills

Language/communication skills

Organizational skills

Administrative support experience

Education

Finance or Accounting degree (pursuing or completed)

Tools

Microsoft Office

Excel

Job description

The Washington Trust Company is seeking a Temporary Wealth Management Assistant to support its Wealth Management Operations team. This position will assist with the efficient processing of client transactions, account maintenance, reporting, and operational workflows.

Job Summary & Responsibilities

• Immerse yourself in the daily responsibilities, projects, and initiatives of the department
• Collaborate with seasoned professionals
• Interact with team members and senior leadership
• Provide clerical and administrative support to Wealth Management Operations

Qualifications

• College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
• Proficient in Microsoft Office products (especially Excel)
• Excellent organizational skills
• Strong language/communication skills
• Strong administrative support experience
• Must be available full-time (40 hours/week during business hours)
• Must have reliable transportation to Westerly, Rhode Island

Compensation & Benefits:

The good-faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth.

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.