Trust Relationship Specialist - Wealth Operations

Regions Bank•Memphis, TN

14d

About The Position

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.

Requirements

High School Diploma or GED
Three (3) years Trust or closely related experience
Accurate typing, spelling and grammar skills required

Nice To Haves

Bachelors degree in a business related field
Experience in trust administration with a solid understanding of trust office processes
Proficient in computer software systems to include word processing, databases and spreadsheets
Strong organizational and customer service skills
Strong written and oral communication skills
Strong analytical and problem-solving skills, including attention to detail
Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and Support experience are strongly preferred.

Responsibilities

Responds to routine customer and internal account inquiries, performing necessary research 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 basic to complex Trust transactions in a timely manner
May perform basic cash and asset distributions from account closings
Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
May perform 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 Officers and perform special projects as assigned