What are the responsibilities and job description for the Wealth Management Middle Office Analyst position at The Washington Trust Company?
Washington Trust has an opportunity for an experienced, highly motivated, and energetic professional to join our Wealth Management division as a Middle Office Analyst.
As a Middle Office Analyst, you will provide support to all groups within Wealth Management. This is accomplished by providing outstanding service, and administrative and operational support, to internal and external clients. A successful Middle Office Analyst will ensure internal team partners are compliant with operating policy, documentation procedures and regulatory requirements while ensuring transactions are processed accurately/on time, and exceptions are resolved proactively.
This position interacts with client facing team members, management, third parties and vendors to facilitate daily divisional operations, and represent the Bank in a professional and competent manner. The incumbent will have the ability to initiate and support process improvement activity and help embed a culture of continuous improvement.
This position is hybrid with an anticipated 2 days on-site in Westerly and 3 days remote per week.
REQUIREMENTS/QUALIFICATIONS
Skills, Education
- This position requires a minimum of 1-3 years' experience in Financial Services or Wealth Management; administrative or operational experience strongly preferred
- College degree in business related field preferred
- Strong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skills: Excel and/or Word skills testing required
- The ability to work closely with business partners and interact with all staff levels. Demonstrated good quality communication and interpersonal skills
- Strong demonstrated knowledge of customer service principles and practices
- Experience with Trust transactions and administration preferred
- Self-thinker able to work through issues and escalate only when appropriate
- Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible, follow tight deadlines, organize and prioritize work
- Ability to anticipate issues and aggressively drive initiatives to ensure results
- Strong research/investigation skills
- Positive attitude, high energy level and strong work ethic, ability to work in a dynamic environment.
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 cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. Click Here to view the EEOC "Know Your Rights" notice and Click Here to view the "Pay Transparency Nondiscrimination Provision".
- Westerly, RI, USA
