Wealth Associate

Washington Trust; Massachusetts; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health and welfare benefits

401(k) plan

Paid time-off

Work-life program

Bonus potential

Job summary

Washington Trust is seeking a Wealth Associate to join its Wealth Management Administration team in a role focused on operational support, client service, and account administration.

With 2+ years in wealth management operations or client administration, you will coordinate onboarding, maintain documentation, and help execute workflows while developing expertise in fiduciary services and client relationship management. Remote work options are available within RI/CT/MA.

Qualifications

• Bachelor's degree or equivalent experience and 2+ years of experience in wealth management operations, financial services administration, or client service.
• Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
• Demonstrated ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
• Excellent organizational skills with strong attention to detail and follow-through.
• Proven experience delivering exceptional client and internal service through effective communication and problem resolution.
• Proficiency with Microsoft Office applications (Word, Excel, Outlook) and document management systems.

Responsibilities

• Respond to client and internal inquiries in a timely and professional manner, directing requests to the appropriate team members.
• Coordinate client meetings, prepare materials, and support follow-up activities.
• Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests.
• Prepare and maintain client records, account documentation, and system data for accuracy and completeness.
• Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.
• Develop, maintain, and grow client relationships.
• Gather and maintain documentation for account opening, maintenance, reviews, distributions, and closings.
• Create and maintain records within Wealth Management systems to ensure data integrity and compliance.
• Coordinate administrative workflows across team members and internal partners.
• Prepare correspondence, reports, spreadsheets, and other materials to support operations.
• Assist with special projects and process improvement efforts as assigned.
• Run and review operational reports to monitor activity and workflow status.

Skills

Operational workflows

Client service

Account administration

Multi-tasking

Communication skills

MS Office

Attention to detail

Telephone presence

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Document management systems

Wealth management systems

Job description

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows.

This is an excellent opportunity for someone with a minimum of 2 years of experience in wealth management, financial services operations, or client administration. The ideal candidate will be looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship management, and other areas of wealth management.

Primary Responsibilities

Client & Administrative Support

• Respond to client and internal inquiries in a timely and professional manner, providing assistance and directing requests to the appropriate team members when needed
• Coordinate and schedule client meetings, prepare meeting materials, and support follow-up activities
• Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests
• Prepare and maintain client records, account documentation, and system data to ensure accuracy and completeness
• Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle
• Develop, maintain, and grow client relationships

Operational & Team Support

• Gather, organize, and maintain documentation required for account opening, account maintenance, annual reviews, distributions, and account closing activities
• Create, update, and maintain records within Wealth Management systems to ensure data integrity and compliance with established procedures
• Coordinate administrative workflows and follow-up activities across team members and internal business partners
• Prepare correspondence, reports, spreadsheets, and other administrative materials to support departmental operations
• Assist with special projects, departmental initiatives, and process improvement efforts as assigned

Quality Assurance & Process Management

• Run and review operational reports to monitor account activity, workflow status, and outstanding action items
• Maintain reminders, and tracking tools to ensure deadlines, regulatory requirements, and internal procedures are met
• Perform quality-control reviews of documentation, account records, and transactions to promote accuracy and consistency
• Monitor outstanding requests and follow up with appropriate parties to ensure timely completion of administrative and operational tasks
• Identify process improvement opportunities and contribute to enhancing operational efficiency and service delivery

Requirements and Preferred Qualifications

• Bachelor's degree or equivalent experience and 2+ years of experience in wealth management operations, financial services administration, client service, account administration, or a related field
• Strong understanding of operational workflows, account servicing, documentation management, and administrative processes
• Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a fast-paced environment
• Excellent organizational skills with strong attention to detail and follow-through
• Proven experience delivering exceptional client and internal service through effective communication and problem resolution
• Proficiency with Microsoft Office applications, particularly Word, Excel, Outlook, and document management systems
• Strong written, verbal, and interpersonal communication skills
• Strong customer service skills with demonstrated experience delivering exceptional service, resolving customer concerns, and delivering high-quality support
• Professional telephone presence and the ability to interact effectively with clients, colleagues, and business partners

This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required).

Compensation : A good-faith, reasonable estimate of the base salary range for this role is $60,000 - $70,000 and the actual offer will depend on factors such as experience, skills, training, certifications, and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.

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.