Demo

Wealth Management Middle Office Analyst

Washington Trust
Westerly, RI Full Time
POSTED ON 3/15/2025
AVAILABLE BEFORE 5/15/2025
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.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Wealth Management Middle Office Analyst?

Sign up to receive alerts about other jobs on the Wealth Management Middle Office Analyst career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$96,228 - $129,772
Income Estimation: 
$131,676 - $196,560
Income Estimation: 
$121,926 - $164,179
Income Estimation: 
$124,413 - $154,875
Income Estimation: 
$87,128 - $112,557
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Washington Trust

Washington Trust
Hired Organization Address Westerly, RI Full Time
We are seeking an experienced Vice President, BSA/AML Compliance Officer to join our Compliance team. Under the directio...
Washington Trust
Hired Organization Address Westerly, RI Full Time
We have an exciting opportunity for a dynamic, enthusiastic, and detail-oriented Marketing Coordinator to join our team....
Washington Trust
Hired Organization Address Westerly, RI Full Time
We are looking to add to our Cash Management Middle Office Team located in Westerly, RI. This position's primary respons...
Washington Trust
Hired Organization Address Block Island, RI Full Time
Branch Flex Banker Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environm...

Not the job you're looking for? Here are some other Wealth Management Middle Office Analyst jobs in the Westerly, RI area that may be a better fit.

Wealth Management Middle Office Analyst

The Washington Trust Company, Westerly, RI

Wealth Management - Wealth Associate

Washington Trust, Westerly, RI

AI Assistant is available now!

Feel free to start your new journey!