Trust & Fiduciary Support 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

Parental Leave

Job summary

Regions Financial Corporation in Houston, Texas, seeks a Trust Relationship Specialist to provide general and clerical support to the trust department, relieving officers of routine administrative duties and enabling timely fiduciary tasks.

You will respond to client inquiries, process complex trust transactions, coordinate with advisors and tax professionals, and help prepare documentation for reviews, audits and special projects.

Qualifications

• High School Diploma or GED.
• Five years of Trust or related experience.
• Accurate typing, spelling and grammar skills.

Responsibilities

• Responds to routine customer and internal account inquiries and researches complex matters.
• Manages account openings, closings, asset transfers, and fees with accurate documentation.
• Processes complex Trust transactions in a timely manner.
• May perform complex cash and asset distributions from account closings.
• Prepares account documentation for advisory reviews, compliance, and audits.

Skills

Customer service

Attention to detail

Communication skills

Time management

Typing

Tools

Microsoft Office

Job description

Regions Financial Corporation in Houston, Texas, seeks a Trust Relationship Specialist to provide general and clerical support to the trust department, relieving officers of routine administrative duties and enabling timely fiduciary tasks.

You will respond to client inquiries, process complex trust transactions, coordinate with advisors and tax professionals, and help prepare documentation for reviews, audits and special projects.