Wealth Management Assistant - WM: Operations

Washington Trust Bancorp
United States
Workplace: OnsiteFull timeUSD 42,000 - 57,000 annuallyFunction: Administration & Executive AssistanceExperience: 1-3 yearsEducation: bachelorsSkills: ["Self-starter","Detail-oriented","Organizational skills","Communication","Research/investigation"]

Provide administrative and operational middle-office support for the Wealth Management team, including daily transaction processing, accurate/on-time exception handling, and coordination of day-to-day activities with internal partners and external parties. Deliver strong client service through phone support and assisting client-facing teams (e.g., web portal issues). Perform data entry, quality control, reporting, mail/document distribution, and contribute to continuous improvement and process documentation.

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FursaFursa
Washington Trust Bancorp
Washington Trust Bancorp
1 week ago

Wealth Management Assistant - WM: Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Provide administrative and operational middle-office support for the Wealth Management team, including daily transaction processing, accurate/on-time exception handling, and coordination of day-to-day activities with internal partners and external parties. Deliver strong client service through phone support and assisting client-facing teams (e.g., web portal issues). Perform data entry, quality control, reporting, mail/document distribution, and contribute to continuous improvement and process documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Provide administrative support and perform a significant volume of administrative tasks.
  • •Answer telephone calls and provide daily client service while directing customers to appropriate areas.
  • •Support external clients and client-facing colleagues with web portal setup and related issues.
  • •Perform daily data entry for account opening, client on-boarding, and Retirement Pay processing, ensuring transactions are accurate and on time.
  • •Create and distribute client communications and reports, handle scanning/filing/distribution of physical mail, and resolve exceptions proactively.

Pay and Benefits

Salary: USD 42,000 - 57,000 annually

Key Requirements

  • •1–3 years of experience in financial services and customer support, with direct customer experience strongly preferred.
  • •Strong demonstrated knowledge of customer service principles and practices.
  • •Intermediate to advanced Microsoft Word and Excel skills with strong keyboarding.
  • •Detail oriented with exceptional organizational skills, able to manage multiple tasks accurately and meet tight deadlines.
  • •Good communication and interpersonal skills with strong research/investigation ability; self-starter who escalates appropriately.
Experience:1-3 yearsFinancial servicesCustomer support
Education:Bachelor's
Skills:Self-starterDetail-orientedOrganizational skillsCommunicationResearch/investigation
Tech Stack:Microsoft WordMicrosoft ExcelWeb portal

Company Brief

Washington Trust Bancorp
Bank holding company operating Washington Trust, a full-service community bank offering commercial and consumer banking, mortgage lending, and wealth management services. Serves individuals, businesses, and nonprofits across Rhode Island, Connecticut, and Massachusetts.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Westerly, United States
Founded: 1800
WebsiteLinkedIn