The Washington Trust Company
Westerly, RI
Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships, ensuring accuracy, compliance, and exceptional service. The Senior Wealth Administrator partners closely with Wealth Advisors, Portfolio Managers, middle office and client-facing teams to deliver seamless client experience.
The ideal candidate brings deep knowledge of wealth operations, strong relationship management skills, and the ability to work independently while collaborating across teams.
Key Responsibilities
All day to day administration for assigned clients
Administer and service a portfolio of complex wealth management accounts, including trusts, investment accounts, and client portfolios
Execute and...