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 Fiduciary Review Analyst has the primary function of reviewing all required documents including governing documents for all types of Wealth Management accounts to ensure the account opening, termination and asset transfer process is completed in accordance with Wealth Management procedures and regulatory requirements.

Primary Responsibilities

Provides fiduciary review of all documentation, including governing documents for Private Wealth Management accounts

Partners with external clients, contra firms, and internal partners to coordinate account opening, closing and transfer activities.

Consults on moderately complex client relationships and develops customized solutions based upon subject matter expertise and

Manages the set-up, implementation, administration, asset transfer and closing of wealth accounts ensuring account fiduciary principles are followed and risks are identified and mitigated

For openings, ensures quality assurance of all documentation, performs enrollment, enrichment and post set up review to ensure timely and accurate acquisition of new client accounts

For closings, ensures annual administrative reviews are completed, directs and ensures all final expenses are charged, coordinates with internal partners to ensure non-discretionary and discretionary distribution procedures have been followed, handles final annual tax coordination, handles daily cash management for account through closing, coordinates administrative account closing functions with attorneys, co-trustees, investment advisors, and CPAs, Instructs the designated person or unit on the disposition of assets and cash from assigned trust accounts

For asset transfers, maintains advanced investment security knowledge

Ensures all accounts comply with applicable internal programs and procedures

Serves as a partner to Wealth Management associates in the field, specializing specific account type services throughout opening and closing process

Remains abreast with industry trends to ensure prudent administration and investment management.

Partners with leadership and technology to define business requirements and perform user acceptance testing for new Wealth Management technologies that enhance innovation 

Works closely with specialists on the account opening and closing team

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

Requirements

Bachelor’s degree and three (3) years of Trust or closely related experience OR High School Diploma and seven (7) years of Trust or closely related experience

Preferences

Juris Doctorate (JD)

Experience in Trust Administration and Institutional/Retirement Services Administration

Experience in Transactions including GST, 65-day elections, LLC’s and Partnerships, Decantings or Modifications, and 5/5 Powers

Experience with Trust and Fiduciary principles

Experience in Trust Accounting

Familiarity with governing/applicable laws and regulations

Professional designations and/or certifications

Skills and Competencies

Organizational and time management skills

Problem solving skills

Proficiency in Microsoft Office suite and Trust related systems

Strong analytical skills

Strong attention to detail

Strong communications skills

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

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:

$54,014.95 USD

Median:

$69,210.00 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

Bring Your Whole Self to Work  

   

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.

   

OFCCP Disclosure: Equal Opportunity Employer/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.