Wealth Management Associate
Location
United States + 9 moreAll locations: United States | United Kingdom | Canada | Germany | France | India | Brazil | Australia | Estonia | Japan
Posted
40 days ago
Salary
$65K - $75K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Wealth Management Associate
Washington Trust
Role Description Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Fiduciary Services team. The Wealth Associate will work with a team of trust and estate administration professionals to provide support services for account administration. This is an excellent opportunity for someone with 5+ years’ experience in wealth management fiduciary services and would like to expand their understanding of trust administration and estate settlement. This position is part of a career progression track and may lead to wealth advice, managing fiduciary accounts, financial planning, and/or client investments as experience grows. Primary Responsibilities - Client Support: - Assist customers and answer basic inquiries, answer telephone calls and direct customers to appropriate areas. - Set up client meetings and accurately and timely respond to requests for information and action. - Process cash distributions (checks, wires, bill payments, and ACH). - Team Support: - File, research, or obtain information needed by Trust Officers and management, as directed. - Collect documentation, gather information with beneficiaries, and create/populate forms for account opening and closing, annual reviews, distributions, production, and creating events in systems of record, account maintenance, and similar functions. - Prepare correspondence and reports as needed. Provide support to team members and to colleagues within the Bank, as requested. - Quality Assurance: - Run reports and maintain reminders to ensure that proper procedures are followed, deadlines are met, and that there is a consistent approach throughout the department. - Follow up and confirm all essential tasks requested by Trust Officers have been completed. Qualifications - Bachelor’s degree and the equivalent of 5+ years wealth management administration, trust administration, estate settlement and/or direct client service experience. Investment experience is preferred but not required. - Demonstrated excellence with problem resolution, client follow up and successful cultivation of highly satisfied client relationships. - Demonstrated knowledge of customer service principles and practices; strong PC skills; intermediate level Microsoft Word and Excel skills. - Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously and with accuracy. - Professional and courteous telephone skills. - Demonstrated superior communication and interpersonal skills. - Experience or expertise in any of these areas is desirable: trust administration, trust accounting systems and terminology, account maintenance. Requirements - This 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). Benefits - A good‑faith, reasonable estimate of the base salary range for this role is $65,000–$75,000, 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. - Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. - We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth.
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