Description
As a member of the Wealth Management and Advisory Services Investments (WMASI) team, participates in the management of client investment portfolios with the goal of exceeding client expectations. Analyzes investment securities or client investment portfolios, prepares reports, and assists the Portfolio Managers with the management of investment securities and investment portfolios. Participates in the development and retention of client relationships though the support of the WMAS Investments team and the investment process, providing customer service to clients when needed. This position involves constant contact and coordination with both the Client Portfolio Managers and Relationship Managers/Associates.
Essential Functions:
Monitors and updates securities on the WMAS system of record (SEI), including undefined securities, security subscriptions, and S&P universal changes.
May participate in SEI INC resolution meetings on behalf of the WMAS Investments team, submitting RITMs and INCs on the SEI platform, monitoring and tracking progress.
Monitors and maintains WMAS Investments SharePoint site, analyzing and recommending changes to improve efficiency and use of the site.
May serve as record keeper for TIC meetings.
Updates and maintains various databases used by the WMAS Investments team, including Excel worksheets, Morningstar, Bloomberg, Baker Hill, Smart Left, etc.
Generates reports and report packages for Client Portfolio Managers, meetings, and regulatory reporting purposes, including reports for Trust Investment Committee (TIC), WTB Holdings, FDIC/Internal Audit requests, etc.
Regular, reliable attendance is required.
Performs other duties as required or assigned.
Completes account maintenance, including account set-ups and closures.
Qualifications:
Bachelor\'s degree in finance, accounting, business, or related field.
Knowledge of state and federal regulations and WTB policies relating to wealth management.
Knowledge of fiduciary or investment procedures, documentation, and processing requirements.
Strong technical skills, with proven professional experience utilizing the Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) Internet, and PC-based business applications.
Experience with Power Automate, PowerBI, Power Query preferred but not required.
Strong analytical skills: ability to review and present complex data in an organized, logical format.
Strong organizational skills with the ability to work effectively in a small team environment with multiple tasks and deadlines occurring on a regular basis.
Strong attention to detail with high levels of accuracy as needed to deliver a quality product
Strong written and verbal communication skills, including the interpersonal ability to deal tactfully and effectively with diverse groups of people.
Exhibits proactive thinking and strong foresight, anticipating the evolving needs of the business.
Pay Range: $20.04 - $30.09 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. 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
Sr. Field Service Technician - Spokane, WA
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Description/Job Summary
About Signode:
With over $2B in revenue, 80+ manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers.
We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect, and secure goods during warehousing and transit. Our company is a pioneer in the industrial packaging sector with a long history of customer-focused innovations in materials, processes and automation technology that have revolutionized the sector.
Headquartered in Tampa, Florida, we are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world\'s premier end-of-line packaging company.
Benefits:
Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date.
Salary:
$35 - $42.75/hourly
Summary
Perform duties to install and provide on-demand/scheduled service and training for all general-purpose equipment with a wide variety of industrial and customer specific application machines. This position requires daily travel by auto with frequent overnight stays. Daily drive time is usually from 1 to 6 hours on a given day
Essential Functions
Perform daily task in accordance with all Safety regulations and protocols. Completes all safety related training on time and to expectation.
Ability to timely, accurately, and effectively document daily service activities and expenses in the appropriate recording system.
Identifying complex problems relating to customer and/or machines, reviewing related information to develop and evaluate options and implement effective and strategic solutions.
Read and interpret complex blueprints, wiring diagrams and schematics as required for installation, repair, special upgrades and retrofits of customer equipment.
Technical support and training to Signode Technicians.
Monitor and manage their schedule service calls for accuracy and completion.
Diagnose and troubleshoot equipment breakdowns involving mechanical, hydraulic, pneumatic, electrical and electronic functions, preventative maintenance calls, disassemble units, replace defective parts.
Make adjustments and test for proper operation on designated equipment assigned.
Under supervision, coordinate proactive pre-installation meetings with customers to review installation procedures and both company and customer responsibilities, inspect sites for product compatibility and install, adjust and test equipment.
Proactively report and follow up on potential unsafe conditions and suggest effective solutions.
Maintain effective customer relationships via professional explanations of product failures, nature of problem and recommended corrective actions.
Communicate essential information on a timely basis to key stakeholders such as customers, management and engineering.
Intermediate PLC knowledge to troubleshoot and repair equipment programmable logic controllers.
Identify upgrade and retrofit opportunities and notify appropriate parties to assist in quotation proposals.
Design and conduct training programs for repair and/or preventative maintenance. Audiences i
