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Regions Bank · 2 weeks ago

Wealth Management Middle Office Specialist - Corporate Trust Operations

Birmingham, AL

Full-time

Onsite

New Grad, Entry Level

$38K/yr - $45K/yr

Regions Bank is dedicated to providing a career-focused environment for its associates. The Wealth Management Middle Office Specialist role involves providing back office support for the Wealth Management business segment, including transaction processing and creating analytical reports.

BankingInsurance

No H1B

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

Qualification

Rule 144SECDTCCMicrosoft Office proficiencyAnalytical skillsDependabilityProblem-solving skillsCommunication skillsOrganizational skillsAdaptabilityCollaboration

Required

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

Preferred

Knowledge of Depository Trust Co (DTCC)

Knowledge of Rule 144

Knowledge of SEC (U.S. Securities and Exchange Commission)

Detail-Oriented – Shows precision and accuracy in work

Analytical Thinker – Ability to interpret data and make informed decisions

Problem Solver – Skilled at identifying issues and implementing solutions

Organized – Efficient in managing tasks and deadlines

Adaptable – Thrives in changing environments and learns quickly

Collaborative – Works well in team settings and builds strong relationships

Proactive – Takes initiative and anticipates needs before they arise

Dependable – Reliable and consistent in delivering results

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