Wealth Management Operations Specialist

The Washington Trust Company; Westerly (RI); On-site; USD 42,000 - 57,000; Full time

Job summary

The Washington Trust Company in Westerly, RI, seeks a Wealth Management Assistant to join the Middle Office Team on-site. The role provides essential administrative, analytical, and transaction-processing support to Wealth Management with a focus on accuracy and proactive problem-solving.

Ideal candidates have 1-3 years in financial services with strong customer service skills, proficiency in Word/Excel, and a detail-oriented, organised work style.

Qualifications

• College degree preferred.
• 1-3 years’ experience in financial services and customer support; direct customer experience strongly preferred.
• Strong demonstrated knowledge of customer service principles and practices.
• Strong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skills.
• Self-thinker able to work through issues and escalation only when appropriate.
• Detail oriented, exceptional organisational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organise and prioritise work.
• Demonstrated good quality communication and interpersonal skills.
• Ability to anticipate issues and aggressively drive initiatives to ensure results.
• Strong research/investigation skills.

Responsibilities

• The primary function of this position is to provide administrative support and perform a significant volume of administrative tasks.
• Provide outstanding client service with daily interaction
• Answer telephone calls and direct customers to appropriate areas.
• Support external clients/client facing colleagues with web portal setup and issues
• Scan, file, distribute incoming and outgoing physical mail for client facing teams
• Daily data entry for account opening, client on-boarding and Retirement Pay processing.
• Quality control and continuous improvement through recommendation of changes to processes, documentation of workflows and writing procedures
• Create, distribute and mail client related communications (i.e., Change of Address Notifications ,checks, fee invoices, etc.).
• Create and distribute reports
• File, research, or obtain information needed by WM Client team members.
• Special projects as assigned.

Skills

Customer service

Detail oriented

Communication

Self-starter

Multi-tasking

Problem solving

Ability to escalate appropriately

Research skills

Education

College degree

Tools

MS Word

MS Excel

Job description

The Washington Trust Company in Westerly, RI, seeks a Wealth Management Assistant to join the Middle Office Team on-site. The role provides essential administrative, analytical, and transaction-processing support to Wealth Management with a focus on accuracy and proactive problem-solving.

Ideal candidates have 1-3 years in financial services with strong customer service skills, proficiency in Word/Excel, and a detail-oriented, organised work style.