Wealth Associate

Washington Trust Advisors is seeking a highly motivated Wealth Associate to join our team in Wellesley, Massachusetts. This role is a critical part of our relationship management team, providing administrative and analytical support for wealth administration and investment management to assist two Wealth Advisors in our Registered Investment Advisor (RIA) division.

If you have 3-5 years of experience in wealth management administrative services and are eager to grow your career in client relationship management and wealth planning, this is an excellent opportunity. You will work closely with clients and advisors, gaining exposure to all facets of wealth management.

This is a foundational position for someone who values accuracy, organization, and client service and may be a good fit if you have some experience in financial services or are experienced wealth administrator. You'll gain hands-on experience in wealth administration while building relationships with clients and advisors. For those who are motivated and curious, this role offers potential to expand into financial planning, investment management, or advanced wealth administration.

What You'll Do

• Serve as a key administrative resource for Wealth Advisors, ensuring smooth client service.
• Handle account opening and closing processes, prepare annual account reviews, and maintain accurate client records.
• Process fund movements, deposits, and asset receipts with precision.
• Prepare correspondence, reports, and meeting materials; manage scheduling and follow-up.
• Maintain data in our system of record and ensure key client milestones are recognized.
• Support clients with tasks such as bill payment, cash disbursement, and routine inquiries.
• Perform quality assurance checks and maintain compliance with established procedures.
• Collaborate with Wealth Advisors on client documentation, beneficiary updates, and account maintenance.
• File, research, and obtain information needed by Wealth Advisors.

What We're Looking For

• 3+ years of experience in account administration within a wealth management environment (investments, securities, banking or financial planning preferred).
• Strong customer service skills and ability to resolve issues effectively.
• Proficiency in Microsoft Word and Excel; experience with platforms like Black Diamond or Schwab is a plus.
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities.
• Professional communication and interpersonal skills.
• Bachelor's degree desirable.
• Curiosity to research, review and follow through while working collaboratively in a strong team environment

Preferred experience: financial planning, investment analysis, trust administration, or working with business entity/institutional clients.

This position does not require licensing, but demonstrated knowledge through SIE Certification or Series 7 experience will be helpful.

Location & Flexibility

This position is based in Wellesley, MA with limited hybrid work options.

Ready to grow your career in wealth management? Join Washington Trust Advisors and become part of a team that values precision, client service, and professional development

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.