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Senior Client Assistant & Advisor Support
Job in
Christiansburg, Montgomery County, Virginia, 24068, USA
Listed on 2026-08-22
Listing for:
Atlantic Union Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Atlantic Union Bank in Christiansburg, VA seeks a Client Assistant to act as a liaison between clients, Financial Advisors, and back-office operations. You will organize client and office files, prepare reports, and maintain accurate records to support branch activities.
The role requires a high school diploma and 5–7 years in financial services, with at least 2 years as a Registered Client Assistant and FINRA registrations (SIE, 7/6, 63) plus state life insurance licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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