Fiduciary Trust Operations Specialist

Regions Financial Corporation; Houston (TX); On-site; USD 56,000 - 71,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Financial Corporation in Houston, TX seeks a Trust Relationship Specialist to provide general and clerical support within the trust department, handling complex fiduciary accounts and client inquiries.

The role involves preparing documentation, assisting with trust transactions, coordinating with advisors and compliance teams, and maintaining accurate records to support client objectives while upholding regulatory standards.

Qualifications

• High School Diploma or GED required.
• Five (5) years Trust or related experience required.
• Accurate typing, spelling and grammar skills required.

Responsibilities

• Respond to routine customer and internal account inquiries, performing necessary research on complex matters.
• Communicate with clients and internal partners regarding account openings, closings, asset transfers, and fees.
• Create and maintain proper account documentation and files account related material according to the prescribed system in a timely manner.
• Process complex Trust transactions in a timely manner.
• May perform complex cash and asset distributions from account closings.
• Perform standard account monitoring and notify leadership when overdrafts or large balances are discovered.
• May forecast client cash needs and provide estimates of liquidity needed to relationship team.
• May perform complex research for tax compliance and asset transfer issues.
• Adhere to all internal and external regulatory requirements, standards, guidelines, policies and procedures.
• May create and organize PowerPoint presentations and Excel spreadsheets.
• May attend client meetings with Trust Officer and perform special projects as assigned.
• May assist and provide guidance to less experienced Specialists.

Skills

Attention to detail

Customer service

Communication skills

Typing accuracy

Fiduciary knowledge

Education

High School Diploma or GED

Bachelor's degree in business

Tools

Word processing

Databases

Spreadsheets

Job description

Regions Financial Corporation in Houston, TX seeks a Trust Relationship Specialist to provide general and clerical support within the trust department, handling complex fiduciary accounts and client inquiries.

The role involves preparing documentation, assisting with trust transactions, coordinating with advisors and compliance teams, and maintaining accurate records to support client objectives while upholding regulatory standards.