Top 68 Investment Jobs in Westerly Ri

Wealth Management Associate
The Washington Trust Company —Westerly, RI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
Citizens Banker
Citizens Financial Group —Westerly, RI
- $24.69 - $26.84 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Wealth Management Trainee (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Edward Jones —East Lyme, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Financial Advisor
Tumolo Financial —East Lyme, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health savings account
- Paid holidays
Quick Apply
10d
Trust Administrator
Dime Bank —Norwich, CT
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
6d
Temporary Wealth Management Assistant
The Washington Trust Company —Westerly, RI
- $39,520 - $41,600 a year
- Temporary
- Office
- Finance
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
Indirect Credit Analyst I
Coreplus Federal Credit Union —Norwich, CT
- $31.28 - $46.97 an hour
- Full-time
- Office
- 2 years
- Communication skills
Financial Solutions Advisor Registration Candidate - Wakefield Financial Center
Bank of America —Wakefield, RI
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
4d
Wealth Advisor
The Washington Trust Company —Westerly, RI
- $125,000 - $175,000 a year
- Full-time
- Finance
- Bachelor's degree
- Financial services
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —New London, CT
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Premium Auditor
Interstate Audit LLC —Washington County, RI
- $40 - $50 an hour
- Full-time
- Background check
- Word processing
- Computer literacy
Quick Apply
14d
Product Manager - Retail Applications & Platform Strategy
Brightstar Lottery —West Greenwich, RI
- $102,591 - $157,833 a year
- Hybrid work
- 5 years
- Analysis skills
- Product management
- Disability insurance
- Dental insurance
Personal Lines Underwriter
NEW LONDON COUNTY MUTUAL INS CO —Norwich, CT
- Microsoft Word
- Mid-level
- Office
Consumer Loan Underwriter
Coreplus Federal Credit Union —Norwich, CT
- Full-time
- Mid-level
- Office
- 3 years
Universal Banker (Float) - Greater Hartford Area
Dime Bank —Norwich, CT
- Full-time
- Mid-level
- Office
- Residential
Quick Apply
Credit Executive
Mohegan Tribal Gaming Authority - Mohegan Sun —Uncasville, CT
- $50,000 a year
- Weekends as needed
- Microsoft Word
- 5 years
- Mid-level
Quick Apply
12d
CRA/Community Lender
Dime Bank —Norwich, CT
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick Apply
Self Storage Property Manager (Moove In Self Storage)
Investment Real Estate, LLC —Norwich, CT
- $19 - $21 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
13d

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investment jobs near westerly ri

Wealth Management Associate

The Washington Trust Company -
Westerly, RI

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health insurance
401(k)
Paid time off
Work from home

Qualifications

Customer relationship building
Microsoft Outlook
Phone communication
Spreadsheets
Administrative experience
Managing clients in a customer support role
Customer relationship management
Client interaction via phone calls

Full Job Description

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 5+ years of experience in wealth management, financial services operations, or client administration who is 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 management, and other areas of wealth management.
Primary Responsibilities
Client & Administrative Support

Respond to client and internal inquiries in a timely and professional manner, providing assistance and directing requests to the appropriate team members when needed.
Coordinate and schedule client meetings, prepare meeting materials, and support follow-up activities.
Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests.
Prepare and maintain client records, account documentation, and system data to ensure accuracy and completeness.
Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.

Operational & Team Support

Gather, organize, and maintain documentation required for account opening, account maintenance, annual reviews, distributions, and account closing activities.
Create, update, and maintain records within Wealth Management systems to ensure data integrity and compliance with established procedures.
Coordinate administrative workflows and follow-up activities across team members and internal business partners.
Prepare correspondence, reports, spreadsheets, and other administrative materials to support departmental operations.
Assist with special projects, departmental initiatives, and process improvement efforts as assigned.

Quality Assurance & Process Management

Run and review operational reports to monitor account activity, workflow status, and outstanding action items.
Maintain reminders, and tracking tools to ensure deadlines, regulatory requirements, and internal procedures are met.
Perform quality-control reviews of documentation, account records, and transactions to promote accuracy and consistency.
Monitor outstanding requests and follow up with appropriate parties to ensure timely completion of administrative and operational tasks.
Identify process improvement opportunities and contribute to enhancing operational efficiency and service delivery.

Requirements and Preferred Qualifications

Bachelor's degree or equivalent experience and 5+ years of experience in wealth management operations, financial services administration, client service, account administration, or a related field.
Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a fast-paced environment.
Excellent organizational skills with strong attention to detail and follow-through.
Proven experience delivering exceptional client and internal service through effective communication and problem resolution.
Proficiency with Microsoft Office applications, particularly Word, Excel, Outlook, and document management systems.
Strong written, verbal, and interpersonal communication skills.
Professional telephone presence and the ability to interact effectively with clients, colleagues, and business partners.

This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required).
Compensation: A good faith, reasonable estimate of the base salary range for this role is $65,000–$75,000, 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.

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.

Quick Apply

Refine Your Search

investment jobs in westerly ri

Wealth Management Associate

Citizens Banker

Wealth Management Trainee (CT)

Financial Advisor

Financial Services Professional - Hybrid Remote (CT)

Financial Advisor

Trust Administrator

Temporary Wealth Management Assistant

Indirect Credit Analyst I

Financial Solutions Advisor Registration Candidate - Wakefield Financial Center

Wealth Advisor

Financial Advisor

Premium Auditor

Product Manager - Retail Applications & Platform Strategy

Personal Lines Underwriter

Consumer Loan Underwriter

Universal Banker (Float) - Greater Hartford Area

Credit Executive

CRA/Community Lender

Self Storage Property Manager (Moove In Self Storage)

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