Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)

Acts as a liaison between clients, Financial Advisors, and back-office operations. Performs organizational duties related to updating and organizing information for the branch, client files, and office files.

Requirements

• Assists Financial Advisors
• Maintain and service client needs for both brokerage and direct accounts
• Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service
• Establish, maintain and update department files and/or client files and records
• Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed
• Mentors Client Assistant I & II positions
• Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered

Benefits

• Incentive compensation plan
• Discretionary profit sharing bonus program
• Comprehensive benefits package