Wealth Management Assistant - WM: Operations

Washington Trust; Westerly, Northern (RI, KY); Hybrid; USD 42,000 - 57,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual bonus eligibility

Job summary

Washington Trust seeks a Wealth Management Assistant in Westerly, RI for an on-site role within the Middle Office Team. You will provide administrative support, process client data, and assist with daily operational tasks in a fast-paced wealth management environment.

The role emphasizes client service, data entry, and ongoing process improvement while ensuring compliance with policies and regulations. A base salary is offered with potential for an annual bonus as part of a comprehensive

Qualifications

• 1-3 years experience in financial services and customer support.
• Strong demonstrated knowledge of customer service principles and practices.
• Strong keyboarding skills; intermediate to advanced Word and Excel skills.
• Self-starter able to work through issues and escalate only when appropriate.
• Detail oriented with strong organizational skills and ability to manage multiple tasks.
• Demonstrated good communication and interpersonal skills.
• Ability to anticipate issues and drive initiatives to ensure results.

Responsibilities

• Provide outstanding client service with daily interaction.
• Answer telephone calls and direct customers to appropriate areas.
• Support external clients with web portal setup and issues.
• Scan, file, distribute incoming and outgoing mail for client facing teams.
• Daily data entry for account opening, client on-boarding and Retirement Pay processing.
• Quality control and continuous improvement through documenting workflows and procedures.
• Create, distribute and mail client communications (Change of Address, checks, invoices).
• Create and distribute reports.
• File, research, or obtain information needed by WM Client team members.
• Take on special projects as assigned.

Skills

Customer service

Microsoft Word

Microsoft Excel

Attention to detail

Organizational skills

Multitasking

Communication skills

Issue escalation

Tools

Microsoft Word

Microsoft Excel

Job description

Westerly, RI, USA

Job Description

Posted Thursday, September 3, 2026 at 4:00 AM

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

• 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 escalade only when appropriate
• Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organize and prioritize work
• Demonstrated good quality communication and interpersonal skills
• Ability to anticipate issues and aggressively drive initiatives to ensure results

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.

Benefits

• Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan.
• This position may be eligible for an annual bonus and includes a comprehensive benefits package.

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.