Wealth Management Middle Office Specialist

Regions Bank; Hoover (AL); Sur place; USD 34 000 - 42 000; Plein temps

Avantages offerts par ce poste

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

Volunteer Program

Résumé du poste

Regions Bank in Hoover, Alabama seeks a Wealth Management Middle Office Specialist to provide back office support for the Wealth Management segment, handling transactions, reports, and fee processes.

Your role will involve processing trades, managing wire transfers, and ensuring accurate cash movements while interacting with Front Office and Management.

Qualifications

• Requires high school diploma or GED, with some college preferred.
• Some college and/or bank experience is desirable.
• Ability to multitask with minimal supervision and strong attention to detail.

Responsabilités

• Provide back office support for Wealth Management, including transaction processing, client bill pay, wire transfers and disbursements.
• Create detailed analytical and ad hoc reports for Front Office and Management.
• Interpret trust accounting details for movements, cash disbursements and gain/loss activity.
• Post pending trades to support timely settlement of securities trades.
• Administer bond payments and transfers processing.
• Oversee fee setup and maintenance in Wealth Management system.
• Resolve problems and answer questions from internal customers.

Connaissances

Multitask

Learning agility

Issue resolution

Analytical skills

Communication

MS Office

Formation

High School diploma or GED

Some college

Outils

Microsoft Office

Description du poste

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 Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the following teams: Account Services (Cash Processing and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) Operations.

Primary Responsibilities

• Provides specialized administrative support to the Wealth Management business segment, including transactions processing for firm-specific assets, client bill pay services, wire transfers and check disbursements

• Creates detailed analytical reports and ad hoc reports for Front Office associates and Management

• Interprets the details of trust accounting to properly process free movements, cash disbursements and gain/loss activity

• Posts pending trades to allow for the timely settlement of securities trades by SEI

• Administers bond payments and transfers processing

• Oversees fee setup and maintenance in the Wealth Management system

• Resolves problems and answers questions from internal customers

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

• Some college and/or bank experience

Skill and Competencies

• Ability to multitask with minimal supervision

• Demonstrates a willingness to learn and apply new concepts and can adapt well to change

• Demonstrates the ability to identify and resolve common issues/problems

• Good analytical and problem-solving skills, including attention to detail

• Proficient verbal and written communication skills

• Proficient with Microsoft Office products and programs

Position Type

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: $37,750.00 USD

Median: $44,940.00 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

Riverchase Complex North Building

Location

Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans