Wealth Management Operations Specialist

Regions Bank; Hoover (AL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Paid vacation

401K match

Medical, dental and vision

Disability benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Volunteer Program

Job summary

Regions Bank in Hoover, Alabama, is seeking a Wealth Management Middle Office Specialist to provide back office support for the Wealth Management business segment, including processing transactions, reports, and trust accounting.

The role requires attention to detail and strong MS Excel skills, with the ability to multitask and adapt to changes. The position supports operation accuracy and client service across the Middle Office teams.

Qualifications

• Requires high school diploma or GED.
• Two years experience in banking/financial services or college degree.

Responsibilities

• Provides specialized administrative support to Wealth Management, including transactions processing for firm assets, client bill pay, wire transfers and check disbursements.
• Creates detailed analytical and ad hoc reports for projects, Front Office, and Management.
• Interprets trust accounting details, reversals, and transaction corrections.
• Posts pending trades to enable timely settlement of securities trades by SEI.
• Tracks and resolves failed trades.
• Oversees bond payments, transfers processing, and balances daily payments.
• Oversees fee setup, maintenance, billing, and collections in Wealth Management system.
• Resolves questions from internal customers.

Skills

Wealth management operations

Analytical skills

MS Excel

Communication skills

Attention to detail

Time management

Education

College Degree preferred

Tools

Custody platforms

Job description

Regions Bank in Hoover, Alabama, is seeking a Wealth Management Middle Office Specialist to provide back office support for the Wealth Management business segment, including processing transactions, reports, and trust accounting.

The role requires attention to detail and strong MS Excel skills, with the ability to multitask and adapt to changes. The position supports operation accuracy and client service across the Middle Office teams.