Senior Wealth Administrator

Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships ensuring accuracy compliance and exceptional service. The Senior Wealth Administrator partners closely with Wealth Advisors Portfolio Managers middle office and client-facing teams to deliver seamless client ideal candidate brings deep knowledge of wealth operations strong relationship management skills and the ability to work independently while collaborating across ResponsibilitiesAll day to day administration for assigned clientsAdminister and service a portfolio of complex wealth management accounts including trusts investment accounts and client portfoliosExecute and oversee account transactions including account openings asset transfers distributions and maintenance activitiesReview and interpret trust documents and governing instruments to ensure proper administrationEnsure compliance with internal policies regulatory requirements and risk controlsServe as a subject matter expert and escalation point for complex administrative issuesIdentify opportunities to improve processes and drive operational efficiencySupport audits and regulatory reviews by preparing documentation and responding to inquiriesMentor junior team members and provide guidance on best practicesMaintain accurate and up-to-date client records and documentationAnswer client calls assist clients with issues other than advice (e.g. trust/estate financial planning investments) answer basic inquiries resolve a variety of tasks to support clients such as bill paying (where applicable) cash disbursement routine correspondence all aspects of account maintenance and follow-up on account data on customers in system of record and degree in Finance Business Administration or related field (or equivalent experience)A minimum of 10 years of experience in wealth management trust administration or financial services operationsStrong knowledge of trust and fiduciary administration investment operations and regulatory requirementsExperience working with high-net-worth or ultra-high-net-worth clients preferredProfessional designations (e.g. CTFA CFP) are a plusHigh attention to detail and strong analytical skillsExcellent organizational and time management abilities with a proactive mindsetStrong written and verbal communication skillsDemonstrated ability to manage multiple priorities in a fast-paced environmentProficiency in wealth management systems CRM and Microsoft Office toolsKey CompetenciesClient focus and service excellenceProblem-solving and critical thinkingRisk awareness and compliance mindsetCollaboration and teamworkLeadership and coaching abilitiesOperational excellence and process improvementWhy Join UsWashington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. We have been providing client-focused financial solutions to individuals families foundations endowments municipalities and businesses for more than a century. You will be a key part of our continuing success and we strive to create an environment where people feel valued empowered and heard. At Washington Trust our culture is rooted in integrity collaboration and a deep commitment to our clients and good-faith reasonable base salary range for this role is $77000$100000. Actual compensation will be based on relevant experience skills training certifications and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package