- 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 projects, Front Office associates and Management
- Interprets the details of proper trust accounting, reversals and corrections of transactions including free movements, cash disbursements and gain/loss activity
- Posts pending trades to allow for the timely settlement of securities trades by SEI
- Tracks and resolves failed trades
- Administers bond payments, transfers processing, and balances daily payments
- Oversees fee setup, maintenance, billing, and collection in the Wealth Management system
- Resolves problems and answers questions from internal customers
- High School diploma or GED
- Two (2) years experience in banking/financial services industry or College Degree
- 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
- Analyze and review loan paperwork for discretionary trust accounts
- Review pre-acceptance documents from Trust Advisors for new loans
- Ensure timely receipt of documents from Trust Advisors to set up loan in Petro Data
- Listen to weekly PTWG of upcoming loans that may need to come to NRRE
- Maintain daily balance and review for timely processing of payments/remittance of loans
- Monthly reporting of Delinquent Loans
- Demonstrates an ability to perform tasks and duties with minimal management supervision
- Familiarity with Loans, Promissory Notes, and Mortgages for Trust accounts
- Excellent organizational skills
- 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
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Wealth Management Middle Office Specialist - Hoover, United States - Regions Bank
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 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
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
Skill and Competencies
Additional Responsibilities
Additional Skills and Competencies
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
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:
_
$39,000.00 USD
_Median:
_
$47,020.00 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.
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Riverchase Complex North Building
Location:
Hoover, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer.
More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure:
Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting.
Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
