Wealth Management Associate

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 reputed company 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 reputed company 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, reputed company 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. reputed company support to team members and to colleagues reputed company 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 reputed company essential tasks requested by Trust Officers have been completed Requirements and Preferred 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 reputed company 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 reputed company Word and reputed company 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 reputed company systems and terminology, account maintenance. This position is in reputed company or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have reputed company to appropriate internet/wi-fi and home workspace (required). Compensation: A good‑faith, reasonable estimate of the reputed company salary reputed company 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 reputed company 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 reputed company employees who are valued, recognized, rewarded and empowered, will reputed company personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode reputed company since 2011! The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to reputed company and applicants as protected by state and/or federal law. Apply To This Job