Wealth Management Assistant WM Operations

We are looking for a self-starter to become a Wealth Management Assistant as part of our Middle Office Team located in Westerly RI. This position is an on-site group provides operational support to all groups within Wealth Management. This is accomplished by providing outstanding service administrative and analytical support and transaction processing to internal and external clients. The successful candidate will ensure internal team partners are compliant with operating policy documentation procedures and regulatory requirements. This position is also responsible for ensuring transactions are processed accurately and on time and exceptions are resolved proactively. This position interacts with client facing team members management third-parties and vendors to coordinate daily operational activities. The candidate will have the ability to support process improvement activity and help embed a culture of continuous in this position will acquire a working knowledge of the investment management business the trust and fiduciary business wealth management products and processes. PRIMARY RESPONSIBILITIESThe primary function of this position is to provide administrative support and perform a significant volume of administrative outstanding client service with daily interaction Answer telephone calls and direct customers to appropriate external clients/client facing colleagues with web portal setup and issuesScan file distribute incoming and outgoing physical mail for client facing teamsDaily data entry for account opening client on-boarding and Retirement Pay processing. Quality control and continuous improvement through recommendation of changes to processes documentation of workflows and writing proceduresCreate distribute and mail client related communications (i.e. Change of Address Notifications checks fee invoices etc.).Create and distribute reportsFile research or obtain information needed by WM Client team projects as assigned. REQUIREMENTS/QUALIFICATIONSSkills EducationCollege degree preferred.1-3 years experience in financial services and customer support; direct customer experience strongly preferredStrong demonstrated knowledge of customer service principles and practicesStrong keyboarding skills; intermediate to advanced level Microsoft Word and Excel skillsSelf-thinker able to work through issues and escalate only when appropriateDetail oriented exceptional organizational skills and the ability to complete multiple tasks simultaneously with accuracy; ability to be flexible follow tight deadlines organize and prioritize workDemonstrated good quality communication and interpersonal skills Ability to anticipate issues and aggressively drive initiatives to ensure resultsStrong research/investigation skillsCompensation: A goodfaith reasonable estimate of the base salary range for this role is $42000 to $57000 and the actual offer will depend on factors such as experience skills training certifications and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.