Description
The Wealth Management Assistant will provide administrative, client-service, analytical, and transaction-processing support to the Wealth Management Middle Office in Westerly, Rhode Island. Responsibilities include answering calls, supporting client portals, processing account openings and retirement payments, maintaining records, creating reports and communications, resolving transaction exceptions, and improving workflows. The role requires strong customer service, keyboarding, Microsoft Word and Excel, research, organization, and communication skills; a college degree is preferred, and 1–3 years of financial-services and customer-support experience is requested. The position is on-site and offers a base salary of $42,000 to $57,000 plus potential annual bonus and benefits.
