Wealth Management Middle Office Specialist

Regions Bank•Hoover, AL

12d•Onsite

About The Position

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