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Open nowPosted 29 days ago

Wealth Management Assistant - WM: Operations

washingtontrust26 open roles

Where
Westerly, RI, USA
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Your applicationOpen nowWealth Management Assistant - WM: Operationswashingtontrust · Westerly, RI, USA

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  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 29 days ago

The posting

  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.  Candidates in this position will acquire a working knowledge of the investment management business, the trust and fiduciary business, wealth management products and processes.    PRIMARY RESPONSIBILITIES The primary function of this position is to provide administrative support and perform a significant volume of administrative tasks. Provide outstanding client service with daily interaction Answer telephone calls and direct customers to appropriate areas. Support external clients/client facing colleagues with web portal setup and issues Scan, file, distribute incoming and outgoing physical mail for client facing teams Daily data entry for account opening, client on-boarding and Retirement Pay processing.  Quality control and continuous improvement through recommendation of changes to processes, documentation of workflows and writing procedures   Create, distribute and mail client related communications (i.e., Change of Address Notifications ,checks,  fee invoices, etc.). Create and distribute reports File, research, or obtain information needed by WM Client team members. Special projects as assigned.   REQUIREMENTS/QUALIFICATIONS Skills, Education College degree preferred. 1-3 years’ experience in financial services and customer support; direct customer experience strongly preferred Strong demonstrated knowledge of customer service principles and practices Strong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skills Self-thinker able to work through issues and escalate only when appropriate Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organize and prioritize work Demonstrated good quality communication and interpersonal skills   Ability to anticipate issues and aggressively drive initiatives to ensure results Strong research/investigation skills   Compensation: A good‑faith, reasonable estimate of the base salary range for this role is $42,000 to $57,000, and the actual offer will depend on factors such as experience, skills, training, certifications, and education.  This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.

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