Wealth Ops Support Analyst — Data & Process Improvement

Citizens; Johnston (RI); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services organization in Johnston, RI is seeking an Administrative Support Associate to provide clerical and operational support. The role involves maintaining data accuracy, engaging in risk management activities, and assisting in process documentation. Ideal candidates should have experience in financial services, strong organizational skills, and the physical ability to lift heavy items. This position is 100% in-office with a standard 40-hour workweek.

Qualifications

• Minimum 1 year of experience in banking and/or financial services.
• Ability to manage multiple priorities in a fast-paced environment.
• Physical ability to lift up to 30 lbs. regularly.

Responsibilities

• Participate in monthly branch file moves and client file shipments.
• Ensure data accuracy and document organization.
• Engage in continuous improvement and compliance training.

Skills

Attention to detail

Organizational skills

Interpersonal skills

Communication skills

Adaptability to computer systems

Education

High school diploma or equivalent (GED)

Associate’s or Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

A financial services organization in Johnston, RI is seeking an Administrative Support Associate to provide clerical and operational support. The role involves maintaining data accuracy, engaging in risk management activities, and assisting in process documentation. Ideal candidates should have experience in financial services, strong organizational skills, and the physical ability to lift heavy items. This position is 100% in-office with a standard 40-hour workweek.