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Check with seller Wealth Management Trust Operations Specialist Birmingham

Published date: April 3, 2022
  • Location: Birmingham, Alabama, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:
At Regions, the Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the following teams: Account Services (Cash Processing and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) Operations.

Primary Responsibilities

Provides specialized administrative support to the Wealth Management business segment, including transactions processing for firm-specific assets, client bill pay services, wire transfers and check disbursements

Creates detailed analytical reports and ad hoc reports for projects, Front Office associates and Management

Interprets the details of proper trust accounting, reversals and corrections of transactions including free movements, cash disbursements and gain/loss activity

Posts pending trades to allow for the timely settlement of securities trades by SEI

Tracks and resolves failed trades

Administers bond payments, transfers processing, and balances daily payments

Oversees fee setup, maintenance, billing, and collection in the Wealth Management system

Resolves problems and answers questions from internal customers

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

High School diploma or GED

Two (2) years experience in banking/financial services industry or College Degree

Skill and Competencies

Ability to multitask with minimal supervision

Demonstrates a willingness to learn and apply new concepts and can adapt well to change

Demonstrates the ability to identify and resolve common issues/problems

Good analytical and problem-solving skills, including attention to detail

Proficient verbal and written communication skills

Proficient with Microsoft Office products and programs

Position may be filled at a higher level depending on candidate's qualifications and relevant experience

Position Type Full time

Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details Riverchase South
Location: Hoover, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

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