The Washington Trust Company
Westerly, RI
Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Fiduciary Services team. The Wealth Associate will work with a team of trust and estate administration professionals to provide support services for account administration.
This is an excellent opportunity for someone with 5+ years’ experience in wealth management fiduciary services and would like to expand their understanding of trust administration and estate settlement. This position is part of a career progression track and may lead to wealth advice, managing fiduciary accounts, financial planning, and/or client investments as experience grows.
Primary Responsibilities
Client Support
Assist customers and answer basic inquiries, answer telephone calls and direct customers to appropriate areas
Set up client meetings and accurately and timely respond to requests for information and action
Process cash distributions (checks, wires, bill payments and...
