Wealth Management Operations 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 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.