3 retail administrative coordinator jobs found

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...

Loan Origination Specialist   Join Our Mortgage Lending Team! We are seeking a detail-oriented and customer-focused Loan Origination Specialist to support our Mortgage Originators throughout the residential mortgage loan process. This role is responsible for providing administrative, operational, and customer support while helping ensure a smooth and efficient experience for borrowers from application through closing.   Key Responsibilities Support Mortgage Originators by managing loan files and maintaining accurate documentation. Assist borrowers throughout the mortgage application process and provide exceptional customer service. Request, collect, review, and upload required loan documentation. Monitor loan pipelines and help ensure applications move efficiently through the lending process. Coordinate with Mortgage Originators, Processors, and internal partners regarding file status and outstanding conditions. Respond to...

Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions.   The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.   Key Responsibilities: Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of...