Wealth Management Assistant - WM: Operations

The Washington Trust Company; Westerly (RI); On-site; USD 42,000 - 57,000; Full time

Job summary

The Washington Trust Company in Westerly, RI, seeks a Wealth Management Assistant to join the Middle Office Team on-site. The role provides essential administrative, analytical, and transaction-processing support to Wealth Management with a focus on accuracy and proactive problem-solving.

Ideal candidates have 1-3 years in financial services with strong customer service skills, proficiency in Word/Excel, and a detail-oriented, organised work style.

Qualifications

• College degree preferred.
• 1-3 years’ experience in financial services and customer support; direct customer experience strongly preferred.
• Strong demonstrated knowledge of customer service principles and practices.
• Strong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skills.
• Self-thinker able to work through issues and escalation only when appropriate.
• Detail oriented, exceptional organisational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organise and prioritise work.
• Demonstrated good quality communication and interpersonal skills.
• Ability to anticipate issues and aggressively drive initiatives to ensure results.
• Strong research/investigation skills.

Responsibilities

• The primary function of this position is to provide administrative support and perform a significant volume of administrative tasks.
• Provide outstanding client service with daily interaction
• Answer telephone calls and direct customers to appropriate areas.
• Support external clients/client facing colleagues with web portal setup and issues
• Scan, file, distribute incoming and outgoing physical mail for client facing teams
• Daily data entry for account opening, client on-boarding and Retirement Pay processing.
• Quality control and continuous improvement through recommendation of changes to processes, documentation of workflows and writing procedures
• Create, distribute and mail client related communications (i.e., Change of Address Notifications ,checks, fee invoices, etc.).
• Create and distribute reports
• File, research, or obtain information needed by WM Client team members.
• Special projects as assigned.

Skills

Customer service

Detail oriented

Communication

Self-starter

Multi-tasking

Problem solving

Ability to escalate appropriately

Research skills

Education

College degree

Tools

MS Word

MS Excel

Job description

We are looking for a self-starter to become a Wealth Management Assistant as part of our Middle Office Team located in Westerly, RI. This position is an on-site role.

This group provides operational support to all groups within Wealth Management. This is accomplished by providing outstanding service, administrative and analytical support, and transaction processing to internal and external clients. The successful candidate will ensure internal team partners are compliant with operating policy, documentation procedures and regulatory requirements. This position is also responsible for ensuring transactions are processed accurately and on time, and exceptions are resolved proactively.

This position interacts with client facing team members, management, third-parties and vendors to coordinate daily operational activities. The candidate will have the ability to support process improvement activity and help embed a culture of continuous improvement.

Candidates in this position will acquire a working knowledge of the investment management business, the trust and fiduciary business, wealth management products and processes.

Primary Responsibilities

• The primary function of this position is to provide administrative support and perform a significant volume of administrative tasks.
• Provide outstanding client service with daily interaction
• Answer telephone calls and direct customers to appropriate areas.
• Support external clients/client facing colleagues with web portal setup and issues
• Scan, file, distribute incoming and outgoing physical mail for client facing teams
• Daily data entry for account opening, client on-boarding and Retirement Pay processing.
• Quality control and continuous improvement through recommendation of changes to processes, documentation of workflows and writing procedures
• Create, distribute and mail client related communications (i.e., Change of Address Notifications ,checks, fee invoices, etc.).
• Create and distribute reports
• File, research, or obtain information needed by WM Client team members.
• Special projects as assigned.

Requirements/Qualifications

Skills, Education

• College degree preferred.
• 1-3 years’ experience in financial services and customer support; direct customer experience strongly preferred
• Strong demonstrated knowledge of customer service principles and practices
• Strong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skills
• Self-thinker able to work through issues and escalation only when appropriate
• Detail oriented, exceptional organisational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organise and prioritise work
• Demonstrated good quality communication and interpersonal skills
• Ability to anticipate issues and aggressively drive initiatives to ensure results
• Strong research/investigation skills

Compensation: A good‑faith, reasonable estimate of the base salary range for this role is $42,000 to $57,000, 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.