Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment Management client relationships. This position is responsible for retaining and providing support and service to their existing client relationships.

Primary Responsibilities

Oversees client relationships and administers transactions on an assigned book of trust accountsDevelops internal and external business networks to identify opportunities to enhance the profitability of the trust book of business, when applicableDemonstrates a thorough understanding of client objectives, and develops customized solutions based upon subject matter expertiseUnderstands unique, complex trust agreements and appropriately manages accounts in compliance with Regions capacity and legal and regulatory guidelines.Manages the set-up, implementation, and administration of trusts, IRAs, and IMAs, ensuring account administration follows fiduciary principlesConducts Annual Administrative and Compliance Reviews for clientsCoordinates client service activities with other areas of the organizationDetermines the financial viability and associated risks of client businessLeads client pre-call planning meetings & client meetings.Participates in book of business reviewsUnderstands multi- state specific trust statutesDemonstrates solid knowledge and understanding of Regions’ products and services, including retirement, investment management, and charitable givingSupplies Portfolio Managers with documentation for Annual Investment reviewsFacilitates the non-discretionary and discretionary distribution process, communicating with partners when necessaryHandles annual tax coordination, fee set up, and daily cash managementEnsures all accounts comply with applicable internal programs and procedures, to include fiduciary principlesMay participate in technology projects and process pilots to enhance innovation for the team or Wealth ManagementCoordinates administrative functions with attorneys, co-trustees, investment advisors, and CPAsEnsures client activity is appropriately documented in OneViewMay review accounts for potential transition from Private Wealth Management to Client Solutions.Ensures appropriate management of trust account assets, with an awareness to future potential depletionRemains abreast with industry trends to ensure prudent administration and investment managementPerforms duties in compliance with Corporate and Private Wealth Management Program Documents and Procedures and all applicable external regulations

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

High School Diploma and one (1) year of Trust or closely related experience

Preferences

Master’s in Business Administration (MBA)Juris Doctor (JD)Experience in Trust Administration and Institutional/Retirement Services AdministrationExperience in Transactions including GST, 65-day elections, LLC’s and Partnerships, Decantings or Modifications, and 5/5 PowersExperience with Trust accountingFamiliarity with governing/applicable laws and regulationsProfessional designations and/or certifications

Skills and Competencies

Customer service skillsExcellent verbal, written communication, and organizational skillsProficient in Microsoft Office suiteStrong analytical and problem-solving skillsStrong attention to detailStrong presentation and sales skills

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$46,104.85 USD

Median:

$62,320.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location DetailsRiverchase Complex North Building

Location:Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.