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Regions Bank · 1 week ago

Wealth Management Relationship Team Administrator - Wealth Operations

Dallas, TX

Full-time

Onsite

Mid, Senior Level

$64K/yr - $86K/yr

5+ years exp

Regions Bank is dedicated to providing a career-focused environment for its associates. The Wealth Management Relationship Team Administrator will lead the Wealth and Trust Assistants, ensuring quality service to clients and internal partners while managing administrative tasks and supporting the advisor team.

BankingInsurance

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

Qualification

Wealth Management OperationsLeadership ExperienceClient Service SkillsCompliance MonitoringCoaching SkillsAdministrative SkillsOnboarding ExperienceTeam Management

Required

High School Diploma or GED

Five (5) years of experience in a related field

Preferred

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

Benefits

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees