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.

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Job Description:

At Regions, the Philanthropic Solutions (PS) Trust Support Administrator oversees the administration of accounts in Philanthropic Solutions, including Individually Managed Accounts (IMA), custody, and trust accounts, ensuring account administration follows the fiduciary program and procedures, and develop structures designed to achieve those objectives.

Primary Responsibilities

Provides fiduciary review of all documentation, including governing documents for Wealth Management accountsPartners with PS leadership, acting as subject matter expert in fiduciary trust or nonprofit accounts to the fieldWorks closely with the PS Advisors to provide coaching and training on systems, policies and procedures, and regulatory requirementsSupports and may conduct Annual Administrative and Compliance Reviews for clients in conjunction with the assigned AdvisorSupports and may supply Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews Leads the investment review exceptions processLeads the administrative review exceptions processRemains abreast with industry trends to ensure prudent administration and investment management Oversees the account opening process for all new PS businessFacilitates the non-discretionary distribution process, communicating with Relationship Teams when necessaryFacilitates the discretionary distribution and action processProvides oversight of Required DistributionsManages tax coordinationSupports PS Advisor retention and expansion of trust and investment management clientsTakes responsibility for ensuring all accounts comply with applicable internal programs and proceduresMaintains strong investment management knowledge, beyond traditional asset allocationOversees risk-related projects and follow up items from Wealth Management Risk and ComplianceMay provide support for specific PS products including vendor management

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

Requirements

Bachelor’s degree in related fieldFive (5) years of Trust Administration, Estate/Tax Law, Financial Planning, or related experience

Preferences

Juris Doctorate (JD), Master of Laws (LLM/Estates), or Master of Business Administration (MBA), however this position will not be authorized to practice law on behalf of Regions Bank.Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary

Skills and Competencies

Ability to create successful partnerships with Trust Advisors and other key team membersAbility to learn additional systems as neededAbility to research, analyze data, and derive factsAbility to work under pressure and meet deadlinesAdvanced problem analytical and problem-solving skills including attention to detailAdvanced verbal, written communication, and organizational skillsAdvanced knowledge of risk management and fiduciary principles and processesAdvanced knowledge of trust principles and regulatory and tax matters relating to the administration of trust accountsProficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)Strong record-keeping skillsStrong work ethic and self-motivation

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:

$73,493.81 USD

Median:

$98,733.50 USD

Incentive Pay Plans:

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 DetailsRegions Center

Location:Birmingham, 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.