Relationship Associate III
Washington Trust Bank · Seattle, Washington, US
Washington Trust brings more than 120 years of investment management, estate settlement and trust administrative expertise to individuals, families, companie...
Job description
Washington Trust brings more than 120 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have more than $8 billion in combined assets under management between our fiduciary and brokerage platforms, with growth in managed fiduciary assets of 8% year over year. We are sought out by our clients and their professional advisors for stability, expertise and unparalleled client service levels. As a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional, paralegal and administrative support to client relationships as directed by the assigned Relationship Manager or Managers (“RM”) or other WMAS team members within Wealth Management & Advisory Services (“WM&AS”). Responsible for client service, complex administrative requirements to ensure the highest level of customer service and accuracy to established controls and procedures. Directly supports RM in all responsibilities including the development of new business. Candidates with significant Estate Settlement and Trust Administration experience are stron...