Wealth Management Relationship Team Administrator - Wealth Operations

Regions Bank•Dallas, TX

14d

About The Position

At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area’s Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team.

Requirements

High School Diploma or GED
Five (5) years of experience in a related field
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Nice To Haves

College Degree or Technical School Certification
Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and Support leadership/supervisory experience are strongly preferred.
Previous experience managing a geographically dispersed team of at least 11 people is strongly preferred.

Responsibilities

Provides leadership, coaching and training to support specialist, serving as their dedicated subject matter expert on policies and procedures for business group systems and transactions
Understands client needs and identifies opportunities to improve and resolve client service issues
Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps
Disseminates pertinent information to the assistant team, ensuring consistency across the Wealth Management function
Assists Relationship Teams with resolving complex client issues
Completes and processes administrative documents for the department (HR forms, CARS requests, ad hoc management reporting, other various reports)
Monitors departmental compliance training
Monitors risk and compliance on various client transaction activity
May perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations
Facilitates new associate onboarding and training for Wealth Management associates
Supports Wealth Management Leaders, as needed, with other administrative duties such as onboarding of new associates, complex reporting and other duties as assigned
Travels, as needed, to support the assigned area market

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
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