
Private Wealth Management Trust Support Administrator
Are you passionate about providing exceptional customer service and managing complex financial systems? Do you thrive in a fast-paced and dynamic work environment? If so, then we have the perfect opportunity for you! Regions Financial Co. is currently seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Trust Support Administrator. In this role, you will have the opportunity to work alongside experienced professionals in our Private Wealth Management division, providing vital support to our clients and assisting with the management of their trust accounts. To excel in this role, you must have a strong understanding of financial systems and regulations, excellent communication skills, and a dedication to delivering top-notch service to our valued clients. If you are ready to take the next step in your career and join a dynamic and growing company, then we encourage you to apply for this exciting opportunity with Regions Financial Co.
- Provide exceptional customer service to clients in the Private Wealth Management division.
- Assist in the management of trust accounts by maintaining accurate records and performing account transactions.
- Communicate effectively with clients, financial advisors, and other team members to ensure timely and accurate processing of financial transactions.
- Stay up-to-date on financial regulations and compliance requirements to ensure all trust account activities are in accordance with industry standards.
- Collaborate with experienced professionals in the Private Wealth Management division to support the needs of high-net-worth clients.
- Conduct thorough research and analysis to address client inquiries and resolve any issues that may arise.
- Maintain confidentiality and handle sensitive information with discretion.
- Monitor and report on the performance of trust accounts, identifying areas for improvement and making recommendations to the team.
- Manage a high volume of tasks and prioritize effectively to meet deadlines in a fast-paced environment.
- Proactively identify and implement process improvements to streamline operations and enhance the client experience.
- Adhere to company policies and procedures to ensure consistent and compliant practices.
- Participate in ongoing training and development to stay current on industry trends and best practices.
- Build and maintain strong relationships with clients, colleagues, and other stakeholders.
- Demonstrate a strong attention to detail and accuracy in all tasks and deliverables.
- Be willing to take on additional responsibilities and assist with special projects as needed.
Bachelor's Degree In Finance, Accounting, Or A Related Field
Excellent Communication And Client Relationship Management Skills
Minimum Of 2 Years Of Experience In Trust Administration Or Wealth Management
Knowledge Of Trust And Estate Laws And Regulations
Strong Attention To Detail And Organizational Skills
Financial Analysis
Financial Planning
Account Management
Client Service
Investment Management
Customer Relations
Risk assessment
Regulatory compliance
Asset allocation
Estate Planning
Trust Administration
Wealth Preservation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Wealth Management Trust Support Administrator is between $60,000 to $80,000 per year. However, this can vary depending on factors such as location, experience, and employer. Some employers may also offer bonuses and additional benefits as part of the compensation package.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Regions Financial Corporation is a bank holding company headquartered in the Regions Center in Birmingham, Alabama. The company provides retail banking and commercial banking, trust, stockbrokerage, and mortgage services.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started