Wealth/Trust Client Associate II

4 weeks ago

Burlington, United States Atlantic Union Bank Full time

Wealth/Trust Client Associate II (Hybrid) (Burlington, NC)The Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management.Position AccountabilitiesServe as primary contact for clients.Handles or refers client questions and complaints to the appropriate advisor.Performs account administration duties as assigned by the Trust Advisor and/or Wealth Relationship Manager.Use internal checklists to extract required information to open and close accounts on the trust accounting system.Ensure proper transfer and booking of all account assets.Ensure receipt of all appropriate legal documentation.Prepare documentation to be filed when account qualifies as fiduciary in the appropriate clerk's office.Use state-mandated list and other instructions to prepare all documentation for presentation of Commissioner of Accounts.Monitor daily cash balances of income and principal.Ensure the prompt payment of bills, remittances, taxes, etc.Monitor fees to assure that they are being calculated and charged correctly.Assist advisor in the preparation of client presentation materials.Accompany the advisor on sales calls when needed.Respond to telephone inquiries from customers and makes sound decisions related to the release of information and/or funds.Ensure confidentiality is maintained as needed.Perform various administrative duties including preparing correspondence, filing, typing, distributing mail and faxes.Research information as requested.Maintain files, logs and databases, ensuring that information is complete and accurate.Performs other duties as assigned.Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bank's BSA/AML Policy and Procedures.Organizational RelationshipThis position reports to the Trust Services Support Manager.Position QualificationsEducation & Experience5-7 years of experience in the financial services industryTrust and bank product knowledge requiredKnowledge & SkillsKnowledge of trust accounting systems and common assets characteristics a plus.High degree of professionalism.Proficient computer skills relevant to Microsoft Office Suites.Excellent written and verbal communication skills.Excellent organizational skills and ability to handle multiple tasks.Flexible, able to adapt to change.Superior interpersonal and customer service skills.Attention to detail.Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • Wealth Management Associate

    14 hours ago

    Burlington, Wisconsin, United States 1st Opulence Financial Full time

    Job Title: Wealth Management AssociateCompany: 1st Opulence FinancialCompany Description:1st Opulence Financial is a Financial Services and Retirement planning specialist dedicated to protecting our clients' principal, earning a reasonable Rate of Return on their protected money, and keeping financial strategies simple.Job Summary:1st Opulence Financial is...

  • Lead Senior Wealth Planner for UHNW Clients

    2 weeks ago

    Burlington, United States Mariner Holdings Full time

    A national financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team. This role focuses on creating comprehensive wealth plans aligned with clients' goals. Ideal candidates will have over 10 years of relevant experience and possess certifications such as Series 65, CFP, or CFA. The position involves cultivating client...

  • Senior Wealth Advisor

    2 weeks ago

    Burlington, United States Mariner Full time

    Join to apply for the Senior Wealth Advisor role at Mariner 8 hours ago Be among the first 25 applicants Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior...

  • Senior Wealth Advisor

    2 weeks ago

    Burlington, United States Mariner Holdings Full time

    Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more...

  • Client Services Associate

    20 hours ago

    Burlington, Vermont, United States WestView Investment Advisors Full time

    Position DescriptionTitle:Client Services AssociateLocation:Burlington, VT (In-Office)Benefits:401(k) Retirement Plan and Health InsurancePosition Type:Full Time or Part Time; ExemptSalary:$60,000 -$80,000 (Base; prorated if part time)About Westview Investment AdvisorsWestview Investment Advisors is a boutique, fee-only Registered Investment Advisory (RIA)...

  • Registered Client Assistant III--Wealth Management

    2 weeks ago

    Burlington, United States Atlantic Union Bank Full time

    Registered Client Assistant III--Wealth Management (Burlington/Raleigh or Danville)This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office...

  • Senior Wealth Advisor: Lead High-Net-Worth Wealth Strategy

    2 weeks ago

    Burlington, United States Mariner Full time

    A leading financial services firm is seeking a Senior Wealth Advisor to oversee a wealth management team focused on creating personalized wealth plans for clients. The role requires a bachelor’s degree and over 10 years of financial planning experience, including work with high net worth individuals. Advisors will cultivate client relationships, lead...

  • Wealth Advisor

    1 week ago

    Burlington, Vermont, United States LPL Financial Full time $58,500 - $70,000

    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at EastRise Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial.This role will require the employee to work on-site at a local branch. Job Overview:A...

  • Wealth Advisor

    1 week ago

    Burlington, United States LPL Financial Full time

    Wealth AdvisorLPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at EastRise Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial.This role will require the employee to work on-site at a local branch.Job...

  • Full Time Client Assistant

    6 days ago

    Burlington, Iowa, United States Farmers & Merchants Bank & Trust Full time

    Farmers & Merchants Bank & Trust is seeking a dynamic and professional individual with excellent communication skills to represent our bank on the front-line as a Client Assistant. We currently have a full time position available. Working hours would be up to 40 hours per week and will include Saturday morning rotation.Our Client Assistant's are responsible...