Trust & Fiduciary Services Specialist

Regions Financial Corporation; Houston (TX); Hybrid; USD 50,000 - 62,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Financial Corporation is seeking a Trust Relationship Specialist to provide general and clerical support in the Trust department. The role involves handling routine inquiries, maintaining documentation, and assisting with complex fiduciary transactions in a fast-paced environment.

The ideal candidate has a high school diploma or GED and at least five years of Trust experience; a business degree is a plus.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree in business preferred.
• Proficient in word processing, databases, and spreadsheets.

Responsibilities

• Provide general and clerical support to the Trust department.
• Respond to routine inquiries and perform research on complex matters.
• Create and maintain account documentation and files.
• Process complex Trust transactions and asset distributions.
• Ensure compliance with regulatory requirements and internal policies.
• Assist with presentations and data gathering for reviews.

Skills

Communication skills

Organization

Attention to detail

Customer service

Time management

Education

High School Diploma or GED

Bachelor's degree in business

Tools

Microsoft Word

Microsoft Excel

Job description

Regions Financial Corporation is seeking a Trust Relationship Specialist to provide general and clerical support in the Trust department. The role involves handling routine inquiries, maintaining documentation, and assisting with complex fiduciary transactions in a fast-paced environment.

The ideal candidate has a high school diploma or GED and at least five years of Trust experience; a business degree is a plus.