Wealth Management Operations Associate

Washington Trust; Boston (MA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual bonus potential

Comprehensive benefits package

401(k) plan

Job summary

Washington Trust is hiring a Wealth Associate to join our Wealth Management Administration team. The role supports wealth professionals and staff with client service, account administration, and operational workflows to ensure timely, accurate processing.

The ideal candidate has 2+ years in wealth management operations or related fields and seeks to broaden knowledge in fiduciary services, wealth planning, and client relationship management within a structured career progression.

Qualifications

• Bachelor's degree or equivalent with 2+ years of wealth management operations experience.
• Strong understanding of workflows, account servicing, and documentation management.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent organizational skills with high attention to detail.
• Effective written and verbal communication, professional client service.

Responsibilities

• Provide client and administrative support, schedule meetings, and manage account documentation.
• Support onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.
• Coordinate administrative workflows across team members and internal partners; assist process improvements.

Skills

Client service

Multitasking

Communication

Documentation management

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Wealth Management systems

Job description

Washington Trust is hiring a Wealth Associate to join our Wealth Management Administration team. The role supports wealth professionals and staff with client service, account administration, and operational workflows to ensure timely, accurate processing.

The ideal candidate has 2+ years in wealth management operations or related fields and seeks to broaden knowledge in fiduciary services, wealth planning, and client relationship management within a structured career progression.