Jobs at The Washington Trust Company

Provides high-level administrative and strategic support to the CEO and COO, including complex calendar management, executive communications, travel, meetings, board activities, presentations, and confidential information handling. Coordinates leadership initiatives, tracks action items, manages follow-up, supports Executive Office operations, and drives special projects to completion. The role requires proactive judgment, discretion, strong organization, advanced Microsoft Office skills, and primarily onsite work in Westerly, Rhode Island, with occasional travel.

Originates residential mortgages for first-time and low-to-moderate-income borrowers, manages the full lending cycle, and builds referral networks across Massachusetts. Leads financial literacy programs, develops relationships with nonprofits and community organizations, supports grant and loan-product assistance, and meets monthly production goals. Requires strong mortgage industry knowledge, communication, networking, presentation, and analytical skills.

Prepares, analyzes, reconciles, and files bank regulatory reports, including FFIEC Call Reports and Bank Holding Company FR Y-series filings. The role interprets accounting and regulatory guidance, manages reporting controls and documentation, resolves data variances, supports audits and regulatory inquiries, and leads process improvements, automation initiatives, and data governance enhancements.

Provides operational, administrative, and client service support for wealth management activities. Responsibilities include coordinating client meetings, processing account transactions, maintaining documentation and system records, supporting onboarding and servicing, monitoring workflows and deadlines, performing quality-control reviews, responding to inquiries, and contributing to process improvements. The role requires strong organization, communication, accuracy, customer service, and proficiency with Microsoft Office and document management systems.

Provides comprehensive wealth advisory and financial planning services to high-net-worth individuals and families. Builds trusted client relationships, manages portfolios, develops retirement, estate, tax, insurance, and wealth transfer strategies, conducts regular reviews, and coordinates with trust, tax, investment, and estate specialists. Serves as the primary client contact while maintaining accurate CRM records and delivering fiduciary, goals-based guidance.

Supports the sale and delivery of residential mortgage loans to investors by reviewing loan files, coordinating funding and delivery, managing lock desk activities, reconciling transactions, supporting servicing transfers, resolving discrepancies, and maintaining compliance, reporting, documentation, and process improvement activities.