Teams at The Washington Trust Company

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.

Manages relationships with high-net-worth clients, beneficiaries, advisors, and internal wealth-management teams. Coordinates client reviews, financial and estate planning matters, investment administration, and service delivery. Ensures fiduciary, regulatory, compliance, and recordkeeping standards are met; resolves complex administrative issues; supports audits; identifies relationship-growth opportunities; improves processes and controls; and mentors junior staff.