Trust Relationship Specialist - Houston

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

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 Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.

Primary Responsibilities

• Responds to routine customer and internal account inquiries, performing necessary research on complex matters and following up in a timely manner
• Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
• Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
• Processes complex Trust transactions in a timely manner
• May perform complex cash and asset distributions from account closings
• Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
• May forecasts client cash needs and provides estimates of liquidity needed to relationship team
• May perform complex research for tax compliance and asset transfer issues
• Adheres 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

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
• Five (5) years Trust or related experience
• Accurate typing, spelling and grammar skills required

Preferences

• Bachelor's degree in a business related field
• Experience in trust administration with a solid understanding of trust office processes

Skills and Competencies

• Proficient in computer software systems to include word processing, databases and spreadsheets
• Excellent organizational and customer service skills
• Excellent written and oral communication skills
• Excellent analytical and problem-solving skills, including attention to detail

This position will act as a Trust Relationship Specialist supporting advisors and managing the day-to-day transactional and support request for complex fiduciary accounts. The ideal candidate will bring experience in trust administration, fiduciary account support, beneficiary services, and experience working with special needs, guardianship, or other complex trust relationships.

Additional responsibilities may include:

• Supporting advisors with transactional request on complex trust accounts, including Special Needs Trusts, Section 142 Trusts, Guardianship Management Trusts, and other court-created or supplemental care trusts.
• Navigating specialized account requirements, including non-resident alien and international client considerations.
• Coordinating asset management activities and collaborating with advisors, attorneys, tax professionals, and estate planning partners to support clients' long-term financial objectives.
• Overseeing account openings, account transfers, asset movement, and ongoing maintenance activities while ensuring accurate documentation and operational efficiency.
• Monitoring transaction activity, recurring distributions, and account balances to ensure compliance with fiduciary standards, regulatory requirements, and internal policies.
• Partnering with Legal, Compliance, Investment, and Operations teams to resolve complex trust administration matters and mitigate risk.
• Maintaining accurate account records
• Assisting advisors with trust tax preparation activities, including coordinating documentation, responding to information requests, and facilitating tax payments.
• Preparing account documentation and materials for advisory review, compliance reviews, audits, and special projects.
• Performing research and analysis related to trust administration, fiduciary matters, asset transfers, and account-specific issues.

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$56,055.00 USD

Median:

$70,651.50 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible 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/about-regions/welcome-portal/benefits

Location Details

Greenway Plaza

Location

Houston, Texas

Equal Opportunity Employer/including Disabled/Veterans