Temporary Wealth Management Assistant
Washington Trust•Westerly, RI
•Onsite
About The Position
The Washington Trust Company is seeking a Temporary Wealth Management Assistant to support its Wealth Management Operations team. This position will assist with the efficient processing of client transactions, account maintenance, reporting, and operational workflows.
Requirements
- College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
- Proficient in Microsoft Office products (especially Excel)
- Excellent organizational skills
- Strong language/communication skills
- Strong administrative support experience
- Must be available full-time (40 hours/week during business hours)
- Must have reliable transportation to Westerly, Rhode Island
Responsibilities
- Immerse yourself in the daily responsibilities, projects, and initiatives of the department
- Collaborate with seasoned professionals
- Interact with team members and senior leadership
- Provide clerical and administrative support to Wealth Management Operations
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
