Wealth Trust Operations Specialist: Client
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-07-20
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Fidelity Investments in Smithfield, RI, seeks a back-office representative to support Trust Reporting Services and Integrated Wealth Management products. You will handle reconciliations, transaction creation, and workflow management, providing problem resolution to IWS service teams and liaising with FI, OSG, and internal partners.
The role emphasizes accuracy, collaboration, and proactive communication as you navigate mutual funds and brokerage processes in a fast-paced environment.
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