Wealth Management Operations Specialist

Regions Bank; Birmingham (AL); On-site; USD 34,000 - 42,000; 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

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions is seeking a Wealth Management Middle Office Specialist to provide back-office support for the Wealth Management segment. You will handle transactions processing, client bill pay, wire transfers, and fee administration within the Core Unit (Account Services, Custody, Fees, and NRRE Operations).

This full-time role requires strong multitasking, analytical skills, and proficiency with MS Office. It offers a stable path in a regulated banking environment in Hoover, AL.

Qualifications

• Ability to multitask with minimal supervision
• Willingness to learn and apply new concepts; adapt to change
• Identify and resolve common issues/problems
• Strong analytical and problem-solving skills with attention to detail
• Proficient verbal and written communication skills
• Proficient with Microsoft Office products and programs

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

Skills

Multitasking

Willingness to learn

Problem solving

Analytical thinking

Communication skills

Education

High School diploma or GED

Some college / bank experience

Tools

Microsoft Office

Job description

Regions is seeking a Wealth Management Middle Office Specialist to provide back-office support for the Wealth Management segment. You will handle transactions processing, client bill pay, wire transfers, and fee administration within the Core Unit (Account Services, Custody, Fees, and NRRE Operations).

This full-time role requires strong multitasking, analytical skills, and proficiency with MS Office. It offers a stable path in a regulated banking environment in Hoover, AL.