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The Washington Trust Company · 13 hours ago

Wealth Associate

Wellesley, MA

Full-time

Hybrid

Mid Level

$66K/yr - $83K/yr

3+ years exp

The Washington Trust Company is seeking a highly motivated Wealth Associate to join their team. This role provides administrative and analytical support for wealth administration and investment management, assisting Wealth Advisors in delivering exceptional client service and managing client relationships.

BankingCredit CardsMortgageWealth Management

Responsibilities

Serve as a key administrative resource for Wealth Advisors, ensuring smooth client service

Handle account opening and closing processes, prepare annual account reviews, and maintain accurate client records

Process fund movements, deposits, and asset receipts with precision

Prepare correspondence, reports, and meeting materials; manage scheduling and follow-up

Maintain data in our system of record and ensure key client milestones are recognized

Support clients with tasks such as bill payment, cash disbursement, and routine inquiries

Perform quality assurance checks and maintain compliance with established procedures

Collaborate with Wealth Advisors on client documentation, beneficiary updates, and account maintenance

File, research, and obtain information needed by Wealth Advisors

Qualification

Wealth management experienceCustomer service skillsMicrosoft WordExcelFinancial planningInvestment analysisTrust administrationProfessional communicationCuriosityInterpersonal skillsAttention to detailOrganizational skills

Required

3+ years of experience in account administration within a wealth management environment (investments, securities, banking or financial planning preferred)

Strong customer service skills and ability to resolve issues effectively

Proficiency in Microsoft Word and Excel; experience with platforms like Black Diamond or Schwab is a plus

Exceptional attention to detail, organizational skills, and ability to manage multiple priorities

Professional communication and interpersonal skills

Bachelor's degree desirable

Curiosity to research, review and follow through while working collaboratively in a strong team environment