Regions Financial Co.

Private Wealth Management Trust Support Administrator

Regions Financial Co.

Remote
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Provide exceptional customer service to clients in the Private Wealth Management division.
  2. Assist in the management of trust accounts by maintaining accurate records and performing account transactions.
  3. Communicate effectively with clients, financial advisors, and other team members to ensure timely and accurate processing of financial transactions.
  4. Stay up-to-date on financial regulations and compliance requirements to ensure all trust account activities are in accordance with industry standards.
  5. Collaborate with experienced professionals in the Private Wealth Management division to support the needs of high-net-worth clients.
  6. Conduct thorough research and analysis to address client inquiries and resolve any issues that may arise.
  7. Maintain confidentiality and handle sensitive information with discretion.
  8. Monitor and report on the performance of trust accounts, identifying areas for improvement and making recommendations to the team.
  9. Manage a high volume of tasks and prioritize effectively to meet deadlines in a fast-paced environment.
  10. Proactively identify and implement process improvements to streamline operations and enhance the client experience.
  11. Adhere to company policies and procedures to ensure consistent and compliant practices.
  12. Participate in ongoing training and development to stay current on industry trends and best practices.
  13. Build and maintain strong relationships with clients, colleagues, and other stakeholders.
  14. Demonstrate a strong attention to detail and accuracy in all tasks and deliverables.
  15. Be willing to take on additional responsibilities and assist with special projects as needed.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • 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

Required 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

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
Regions Financial Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 3rd, 2025
Apply BeforeJune 21st, 2025
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About Regions Financial Co.

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.

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