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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.

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Job Description:

At Regions, the Private Wealth Management Trust Support Administrator will oversee the administration of Individually Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust, and estate, ensuring account administration follows the fiduciary program and procedures.

Primary Responsibilities

• Conducts Annual Administrative and Compliance Reviews for clients in conjunction with the assigned Trust Advisor
• Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual Investment reviews
• Leads the investment review exceptions process
• Remains abreast with industry trends to ensure prudent administration and investment management
• Oversees the account opening process for all new Investment Management and Trust (IM&T) business
• Facilitates the non-discretionary distribution process, communicating with Trust Advisors when necessary
• Facilitates the discretionary distribution process with approval authority of $25,000 or less, communicating with Trust Advisors when necessary
• Handles annual tax coordination, fee set up, and daily cash management
• Supports Trust Advisors' retention and expansion of trust and investment management clients
• Takes responsibility for ensuring all accounts comply with applicable internal programs and procedures
• May take responsibility for smaller, less complex IMA, IRA, custody, and trust accounts

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

• Bachelor's degree in related field and three (3) years of Trust Administration, Estate/Tax Law, Financial Planning, or related experience
• OR High School Diploma/GED and seven (7) years of Trust Administration, Estate/Tax Law, Financial Planning, or related experience
• Proven knowledge of risk management and fiduciary principles and processes

Preferences

• Juris Doctorate (JD), Master of Laws (LLM/Estates), or Master of Business Administration (MBA)
• Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary

Skills and Competencies

• Ability to create successful partnerships with Trust Advisors and other key team members
• Ability to learn additional systems as needed
• Ability to research, analyze data, and derive facts
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong record-keeping skills
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation

Position Type

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

Location:

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