Wealth Management Operations Specialist

Washington Trust; Massachusetts; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health and welfare benefits

401(k) plan

Paid time-off

Work-life program

Bonus potential

Job summary

Washington Trust is seeking a Wealth Associate to join its Wealth Management Administration team in a role focused on operational support, client service, and account administration.

With 2+ years in wealth management operations or client administration, you will coordinate onboarding, maintain documentation, and help execute workflows while developing expertise in fiduciary services and client relationship management. Remote work options are available within RI/CT/MA.

Qualifications

• Bachelor's degree or equivalent experience and 2+ years of experience in wealth management operations, financial services administration, or client service.
• Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
• Demonstrated ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
• Excellent organizational skills with strong attention to detail and follow-through.
• Proven experience delivering exceptional client and internal service through effective communication and problem resolution.
• Proficiency with Microsoft Office applications (Word, Excel, Outlook) and document management systems.

Responsibilities

• Respond to client and internal inquiries in a timely and professional manner, directing requests to the appropriate team members.
• Coordinate client meetings, prepare materials, and support follow-up activities.
• Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests.
• Prepare and maintain client records, account documentation, and system data for accuracy and completeness.
• Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.
• Develop, maintain, and grow client relationships.
• Gather and maintain documentation for account opening, maintenance, reviews, distributions, and closings.
• Create and maintain records within Wealth Management systems to ensure data integrity and compliance.
• Coordinate administrative workflows across team members and internal partners.
• Prepare correspondence, reports, spreadsheets, and other materials to support operations.
• Assist with special projects and process improvement efforts as assigned.
• Run and review operational reports to monitor activity and workflow status.

Skills

Operational workflows

Client service

Account administration

Multi-tasking

Communication skills

MS Office

Attention to detail

Telephone presence

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Document management systems

Wealth management systems

Job description

Washington Trust is seeking a Wealth Associate to join its Wealth Management Administration team in a role focused on operational support, client service, and account administration.

With 2+ years in wealth management operations or client administration, you will coordinate onboarding, maintain documentation, and help execute workflows while developing expertise in fiduciary services and client relationship management. Remote work options are available within RI/CT/MA.