Wealth Management Associate

Job 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 an...