Wealth Management Associate

Washington Trust•Westerly, RI

1d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree and the equivalent of 5+ years wealth management administration, trust administration, estate settlement and/or direct client service experience.
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
Candidates must have access to appropriate internet/wi-fi and home workspace (required).

Nice To Haves

Investment experience is preferred but not required
Experience or expertise in any of these areas is desirable: trust administration, trust accounting systems and terminology, account maintenance.

Responsibilities

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)
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
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