Wealth Management Operations Associate – On-Site

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

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