9 jobs found in Westerly

Washington Trust is seeking a Portfolio Manager who is passionate about investing and committed to building strong client relationships. The successful candidate will work directly with individuals and families to understand their goals, develop customized investment strategies, and provide the ongoing guidance and exceptional service that define the Washington Trust client experience.   As the oldest community bank in America, Washington Trust has built a distinguished Wealth Management business focused on delivering sophisticated investment management, financial planning, trust, and advisory solutions while maintaining an exceptional level of personal client service. We are dedicated to maintaining a collaborative and inclusive work environment that supports a strong and distinctive culture.   We are seeking an accomplished, client-focused investment professional who combines strong investment and portfolio management expertise with the ability to cultivate trust and...

Executive Administrator Are you a highly organized and detail-oriented professional looking to make a meaningful impact in a dynamic corporate environment? Washington Trust is seeking an experienced, highly organized, proactive and solutions-driven Executive Assistant to provide dedicated support to the Chief Executive Officer and Chief Operating Officer  This position requires more than outstanding administrative skills. The successful candidate will be a trusted partner who anticipates needs, manages competing priorities with discretion and sound judgment, and serves as a key point of coordination across the organization. The Executive Assistant will be responsible for managing complex calendars, communications, travel, meetings, and executive priorities while also supporting strategic projects, leadership initiatives, and special assignments. The ideal candidate is comfortable working behind the scenes to keep executives focused on the highest-value...

Washington Trust is seeking an experienced Operational Accountant to serve as the primary operational accounting resource for Banking Operations and Loan Operations, working in close partnership with Financial Administration to ensure a continued strong connection between operational activity and the Bank’s financial records. This role is intended to complement, not duplicate, the responsibilities of Financial Administration by ensuring that operational processes, settlements, reconciliations, balancing activities, system changes, and exception resolution are supported by complete, accurate, and timely accounting information.   In addition, this position collaborates closely with Financial Administration, including the Vice President, Senior Corporate Accountant and Operations Liaison role, to identify downstream General Ledger impacts, support reconciliation integrity, document operational accounting processes, resolve issues at the operational source, and promote a...

Washington Trust is seeking an experienced accounting professional to join its Corporate Financial Accounting and Reporting team. This position is primarily responsible for the preparation, analysis, and timely filing of regulatory reports, including the Consolidated Reports of Condition and Income (Call Report), Bank Holding Company regulatory filings, and other regulatory reporting requirements.   The successful candidate will serve as a key subject matter expert for regulatory reporting matters, and will play an important role in documenting, improving, and maintaining the Bank's regulatory reporting processes and controls.   Essential Duties and Responsibilities Regulatory Reporting Prepare and file quarterly Call Reports and Bank Holding Company regulatory reports, ensuring accuracy and compliance with regulatory reporting requirements, within prescribed deadlines. Coordinate the regulatory reporting process and ensure timely completion of all...

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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

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 experienced Mortgage Loan Originators to join our dynamic lending team in Southern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...