Wealth Management Sales Assistant

The Washington Trust Company is seeking a dynamic and detail-oriented Wealth Management Sales Assistant to support the growth of our Wealth Management division. This role is a vital part of our expanding team of Wealth and Planning professionals, contributing directly to new business development and client onboarding.

As a Sales Assistant, you will play a key role in delivering exceptional service to prospective clients and their advisors. You'll collaborate closely with our sales and marketing team to ensure a seamless onboarding experience and provide high-quality support throughout the client journey.

Key Responsibilities:

• Assist with onboarding new clients and opening accounts
• Prepare customized presentation materials and client communications
• Provide administrative, clerical, and analytical support to sales professionals
• Maintain and update the relationship management system
• Support marketing initiatives including client events, webinars, and sales materials

What We're Looking For:

• A team-oriented professional with strong interpersonal and communication skills
• Highly organized with excellent attention to detail and proofreading abilities
• Comfortable managing multiple projects and meeting deadlines
• Flexible and eager to learn new systems and processes
• Proficient in Microsoft Office Suite and software applications:
  
  
  
  • PowerPoint for client presentations
  • Excel for internal reporting and data analysis
  • Word for professional client communications
  
  
  
  

Preferred Qualifications:

• Minimum of 2+ years of experience in financial services or client support. SIE Certification desirable
• Bachelor's degree (BA/BS) preferred
• Excellent business communications skills are needed to create clear and professional client materials.
• Interest in building a career in Wealth Management within a collaborative, client-focused environment

This is a fantastic opportunity for someone who thrives in a fast-paced, professional setting and is passionate about delivering outstanding client service. Join us and become part of a team that values integrity, collaboration, and excellence.

This position is located in Westerly, RI, and has hybrid opportunities.

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.