Wealth Management Associate

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational client service and account administration support. The Associate is responsible for coordinating administrative processes maintaining account documentation supporting client onboarding and servicing activities and ensuring the timely and accurate execution of operational is an excellent opportunity for someone with 5 years of experience in wealth management financial services operations or client administration who is looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services wealth planning client relationship management and other areas of wealth ResponsibilitiesClient & Administrative SupportRespond to client and internal inquiries in a timely and professional manner providing assistance and directing requests to the appropriate team members when and schedule client meetings prepare meeting materials and support follow-up and monitor account-related transactions including checks wires ACH transfers bill payments and other administrative and maintain client records account documentation and system data to ensure accuracy and account onboarding maintenance and servicing activities throughout the client relationship & Team SupportGather organize and maintain documentation required for account opening account maintenance annual reviews distributions and account closing update and maintain records within Wealth Management systems to ensure data integrity and compliance with established administrative workflows and follow-up activities across team members and internal business correspondence reports spreadsheets and other administrative materials to support departmental with special projects departmental initiatives and process improvement efforts as Assurance & Process ManagementRun and review operational reports to monitor account activity workflow status and outstanding action reminders and tracking tools to ensure deadlines regulatory requirements and internal procedures are quality-control reviews of documentation account records and transactions to promote accuracy and outstanding requests and follow up with appropriate parties to ensure timely completion of administrative and operational process improvement opportunities and contribute to enhancing operational efficiency and service and Preferred QualificationsBachelors degree or equivalent experience and 5 years of experience in wealth management operations financial services administration client service account administration or a related understanding of operational workflows account servicing documentation management and administrative ability to manage multiple priorities meet deadlines and maintain a high level of accuracy in a fast-paced organizational skills with strong attention to detail and experience delivering exceptional client and internal service through effective communication and problem with Microsoft Office applications particularly Word Excel Outlook and document management written verbal and interpersonal communication telephone presence and the ability to interact effectively with clients colleagues and business position is in Providence or Westerly RI but has the option to work remotely from RI CT or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required).Compensation: A goodfaith reasonable estimate of the base salary range for this role is $65000$75000 and the actual offer will depend on factors such as experience skills training certifications and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.