Relationship Associate III

Description

Washington Trust brings more than 120 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have more than $8 billion in combined assets under management between our fiduciary and brokerage platforms, with growth in managed fiduciary assets of 8% year over year. We are sought out by our clients and their professional advisors for stability, expertise and unparalleled client service levels.

As a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional administrative support to client relationships in coordination with partner Relationship Managers (RMs). Responsible for white-glove client service and complex administrative requirements, Relationship Associates ensure the highest level of customer service and accuracy to established controls and procedures. Directly supports RM in all responsibilities including the development of new business. Works with other team members within WM&AS to ensure efficiency, accuracy and satisfaction to client base with other complex tasks as assigned in a fast-paced environment.

Candidates with significant Estate Settlement and Trust Administration experience are strongly preferred and encouraged to apply.

Location : 760 SW Ninth Avenue, Portland, OR 97205, USA

Essential Functions :

Administrative

• Proactively provides paraprofessional support to RM, serving as front line for most client service requests and tasks. Works functionally under direction of RM, including assuming portions of administrative workload.
• Manages, prioritizes and tracks communications to all client requests and inquiries.
• Tracks appropriate date specific requirements for client service, including birthday / Holiday Correspondence / Flowers for various occasions as well as family life achievement / benchmarks.
• Takes proactive approach to identifying possible problems and inefficiencies in account administration and workflow and initiate solutions as appropriate.
• Participates in audit and risk management procedure requirements; supports completion of Annual Administrative Reviews for RM's.

Account Management

Client Service

Related duties

Qualifications

Compensation :

Relationship Associate III - $66,564 - $99,847

The compensation range represents the low and high end of the base compensation range for this position located in Portland, Oregon. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan.

What Our Culture Can Offer You

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work / Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.