Senior Wealth Administrator

Senior Wealth Administrator

Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships, ensuring accuracy, compliance, and exceptional service. The Senior Wealth Administrator partners closely with Wealth Advisors, Portfolio Managers, middle office and client-facing teams to deliver seamless client experience.

The ideal candidate brings deep knowledge of wealth operations, strong relationship management skills, and the ability to work independently while collaborating across teams.

Key Responsibilities

• All day to day administration for assigned clients
• Administer and service a portfolio of complex wealth management accounts, including trusts, investment accounts, and client portfolios
• Execute and oversee account transactions, including account openings, asset transfers, distributions, and maintenance activities
• Review and interpret trust documents and governing instruments to ensure proper administration
• Ensure compliance with internal policies, regulatory requirements, and risk controls
• Serve as a subject matter expert and escalation point for complex administrative issues
• Identify opportunities to improve processes and drive operational efficiency
• Support audits and regulatory reviews by preparing documentation and responding to inquiries
• Mentor junior team members and provide guidance on best practices
• Maintain accurate and up-to-date client records and documentation
• Answer client calls, assist clients with issues other than advice (e.g., trust/estate, financial planning, investments), answer basic inquiries, resolve problems.
• Perform a variety of tasks to support clients such as bill paying (where applicable), cash disbursement, routine correspondence, all aspects of account maintenance and follow-up on account ticklers.
• Maintain data on customers in system of record and CRM.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field (or equivalent experience)
• A minimum of 10 years of experience in wealth management, trust administration, or financial services operations

• Strong knowledge of trust and fiduciary administration, investment operations, and regulatory requirements
• Experience working with high-net-worth or ultra-high-net-worth clients preferred
• Professional designations (e.g., CTFA, CFP) are a plus
• High attention to detail and strong analytical skills
• Excellent organizational and time management abilities with a proactive mindset
• Strong written and verbal communication skills
• Demonstrated ability to manage multiple priorities in a fast-paced environment
• Proficiency in wealth management systems, CRM, and Microsoft Office tools

Key Competencies

• Client focus and service excellence
• Problem-solving and critical thinking
• Risk awareness and compliance mindset
• Collaboration and teamwork
• Leadership and coaching abilities
• Operational excellence and process improvement

Why Join Us?

Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. We have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. You will be a key part of our continuing success, and we strive to create an environment where people feel valued, empowered, and heard. At Washington Trust, our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities.

Compensation

The good-faith, reasonable base salary range for this role is $77,000–$100,000. Actual compensation will be based on relevant experience, skills, training, certifications, and education. This role 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.