Wealth/Trust Client Associate II (Hybrid) (Burlington, NC)

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 Accountabilities 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 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 Relationship This position reports to the Trust Services Support Manager. Position Qualifications Education