Wealth Management Middle Office Specialist

Regions • Hoover, AL

1d • $37,750 - $44,940 • Onsite

About The Position

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.
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.

Requirements

• High School diploma or GED
• Some college and/or bank experience
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED