Client Associate II

Description

The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management.

• Serve 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 Client Advisor.
• Analyze wills, trust indentures, agency and custodial agreements, court orders or other legal documents.
• 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.
• Determine the various elements comprising an estate s assets and allocate to appropriate categories for filing inventory with the court.
• 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.
• Prepare cash flow analysis and/or prepare and implement the annual budget for each account.
• Identify cross-sell opportunities and refer customers to other lines of business within the Financial Guidance Group.
• Handle customer requests such as opening deposit accounts and performing maintenance.
• Assist advisor in the preparation of client presentation materials.
• Accompany the advisor on sales calls when needed.
• Respond to telephone inquiries from customers and make 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 shares  BSA/AML Policy and Procedures.

This position reports to the Support Services Manager.

Education & Experience

• Bachelor s degree or equivalent work experience.
• Five to seven years of experience with trust and estate laws and regulations and bank product knowledge.
• Successful completion of two external Trust related classes.

Knowledge & Skills

• Knowledge of trust accounting systems and common assets characteristics.
• Working knowledge of bookkeeping, general accounting/tax principles and aspects of fiduciary law.
• High degree of professionalism.
• Proficient computer skills relevant to Microsoft Office Suites.
• Excellent written and verbal communication skills.
• Excellent organizational and communication skills.
• Ability to handle multiple tasks.
• Flexible, able to adapt to change.
• Superior interpersonal and customer service skills.
• Attention to detail.
• Good organizational and time management skills.

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 the company careers benefits page.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

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.