Washington Trust
The Wealth Associate will support the Wealth Management Administration team by handling client inquiries, coordinating meetings, processing account transactions, and maintaining documentation. The role involves ensuring accurate operational workflows, supporting client onboarding and servicing, and contributing to process improvements.
Headquarters
Spokane, Washington, United States
Company Size
1001-5000 employees
Founded
1902
Washington Trust Bank is a privately owned community bank headquartered in the Pacific Northwest, with over 40 branches across Washington, Idaho, and Oregon. It provides personal and business banking, home loans, commercial lending, private banking, and wealth management services to individuals, families, and businesses. The company operates in the financial services industry with a focus on relationship-driven banking and local community investment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Washington Trust.
14% below the average for this role