Wealth Management Operations Intern

Washington Trust

Westerly, Northern (RI, KY)

Hybrid

USD 40,000 - 42,000

Full time

10 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Washington Trust is offering a full‑time paid internship in Wealth Management Operations in Westerly, RI. You will work alongside experienced professionals and support daily operations, client transactions, reporting, and account maintenance.

The role provides exposure to wealth management functions and opportunities for on‑the‑job training within a collaborative team.

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.
  • Desire to gain experience from Wealth Management focused learning opportunities.
  • Must be available full-time (40 hours/week during business hours).
  • Must have reliable transportation to Westerly, Rhode Island (this is an on‑site internship).

Responsibilities

  • Support daily activities of the Wealth Management Operations team.
  • Assist with processing client transactions, account maintenance, reporting, and workflows.
  • Provide clerical and administrative support to Wealth Management Operations.

Skills

Excel
Organizational skills
Attention to detail
Communication skills

Education

Finance or Accounting degree

Tools

Microsoft Office

Job description

Posted Wednesday, July 29, 2026 at 4:00 AM

Are you interested in gaining hands‑on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations. This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows. This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment.

Job Summary & Responsibilities:

The internship will provide the unique opportunity to:

  • Immerse yourself in the daily responsibilities, projects, and initiatives of the department
  • Collaborate with seasoned professionals
  • Interact with team members and senior leadership
  • Gain on-the-job exposure to different areas of the business
  • Engage in a variety of training topics and opportunities
  • Provide clerical and administrative support to Wealth Management Operations
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
  • Desire to gain experience from Wealth Management focused learning opportunities
  • Must be available full-time (40 hours/week during business hours)
  • Must have reliable transportation to Westerly, Rhode Island (this is an on‑site internship)
Compensation & Benefits:

The good‑faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Wealth Management Operations Intern
Wealth Management Operations Intern

The Washington Trust Company • Westerly (RI)

On-site
USD 40,000 - 42,000
Health benefits
Paid time off
401(k) plan
Wealth Management Ops Intern - Hands-on Finance
Wealth Management Ops Intern - Hands-on Finance

The Washington Trust Company • Westerly (RI)

On-site
USD 40,000 - 42,000
Health benefits
Paid time off
401(k) plan
Temporary Wealth Management Assistant
Temporary Wealth Management Assistant

The Washington Trust Company • Westerly (RI)

On-site
USD 40,000 - 42,000
Health and welfare benefits
Paid time-off
Work-life program
+1
Wealth Management Associate
Wealth Management Associate

The Washington Trust Company • Westerly (RI)

On-site
USD 65,000 - 75,000
401(k) plan
Health benefits
Paid time off
Wealth Management Intern
Wealth Management Intern

Legacy Advisors, LLC • Harmonville (PA)

On-site
USD 20,664 - 30,307
Wealth Management Senior Financial Planner
Wealth Management Senior Financial Planner

Washington Trust Company • Providence (RI), Northern (KY)

Hybrid
USD 110,000 - 135,000
Health benefits
401(k) plan
Paid time-off
2027 Wealth Management Intern
2027 Wealth Management Intern

Financial Synergies Wealth Advisors • Houston (TX)

On-site
USD 17,000 - 22,000
Intern
Intern

UBS • Colorado Springs (CO)

On-site
Wealth Management Intern
Wealth Management Intern

Legacy Advisors • Harmonville (PA)

On-site
Remote Wealth Management Associate
Remote Wealth Management Associate

The Washington Trust Company • Westerly (RI)

On-site
USD 65,000 - 75,000
401(k) plan
Health benefits
Paid time off