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Wealth Management Middle Office Specialist
Wealth Management Middle Office Specialist-March 2024
Hoover
Mar 30, 2026
About Wealth Management Middle Office Specialist

  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 Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the following teams: Account Services (Cash Processing and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) Operations.

  Primary 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

  This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

  Requirements

  High School diploma or GED

  Some college and/or bank experience

  Skill and Competencies

  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

  This position is a part of the Natural Resources and Real Estate (NRRE) Operations team.

  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:

  $37,440.00 USD

  Median:

  $43,700.00 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. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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 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

  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 Details

  Riverchase 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 diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and 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 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.

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