4 coordinator jobs found in Westerly

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows. This is an excellent opportunity for someone with a minimum of 2 years of experience in wealth management, financial services operations, or client administration.  The ideal candidate will be looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship...

Secondary Market Specialist   The Secondary Market Specialist supports the sale and delivery of residential mortgage loans to investors. This role is responsible for ensuring accurate loan delivery, funding, reconciliation, reporting, servicing transfer activities, and compliance with investor and internal requirements. The ideal candidate is highly organized, detail-oriented, and experienced in mortgage operations.   Key Responsibilities Review mortgage loan files for completeness and investor readiness. Deliver mortgage loans and required documentation to investors within established deadlines. Maintain accurate loan sale records in internal and investor systems. Provide lock desk support, including processing lock requests, extensions, relocks, and changes. Coordinate with underwriting, closing, servicing, and finance teams to resolve funding and delivery issues. Process loan funding activities and related accounting entries....

Washington Trust is seeking an experienced Project Manager to support our Project Management team located in Westerly, RI. This position will be responsible for managing assigned technical projects within the organization in accordance with the Project Development Life Cycle (PDLC). Projects can include key strategic initiatives, developing new program ideas as well handling BAU processes, strategic process reengineering, and establishment of control procedures. This highly visible position will assist and support the Director of the PMO in executing general PMO duties, as well the development, implementation, and enculturation of the organizational Project Management framework, strategy, policies, process, and procedures.  This role requires a unique blend of leadership, technical project management, and business analysis skills.   This position is fully remote but requires the ability to work on-site in Westerly, RI as required. Candidates must be located within RI, CT or...

  We are looking for a self-starter to become a Wealth Management Assistant as part of our Middle Office Team located in Westerly, RI.  This position is an on-site role.   This group provides operational support to all groups within Wealth Management.  This is accomplished by providing outstanding service, administrative and analytical support, and transaction processing to internal and external clients. The successful candidate will ensure internal team partners are compliant with operating policy, documentation procedures and regulatory requirements.  This position is also responsible for ensuring transactions are processed accurately and on time, and exceptions are resolved proactively.  This position interacts with client facing team members, management, third-parties and vendors to coordinate daily operational activities.  The candidate will have the ability to support process improvement activity and help embed a culture of continuous improvement....