About this role
Senior Wealth Administrator at Washingtontrust. Location: Providence or Westerly. Role: administering accounts, executing transactions, reviewing trusts Requirements: Bachelor's degree or equivalent experience, 10+ years in wealth management/trust administration, strong trust/fiduciary knowledge, CRM and Microsoft Office proficiency, analytical and communication skills; CTFA/CFP a plus. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Microsoft Office Certifications: ctfa, cfp Commitment: Full Time Workplace: Onsite Languages: English