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 serving as trustee and advisor to existing client relationships with Trusts, Individual Retirement Accounts, Natural Resources and Real Estate, and Charitable Trusts.

Primary Responsibilities

• Provides guidance and solutions for the development and on-going administration and maintenance of clients’ goals and objectives
• Keeps abreast of trends and developments in the trust industry to ensure prudent administration and investment management
• Understands unique, complex trust agreements and appropriately manages accounts in compliance with Regions’ capacity and legal and regulatory guidelines
• Determines the financial viability and associated risks of client business
• Understands multi-state specific trust statutes
• Conducts initial administrative and compliance reviews for clients
• Supplies Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews
• Provides support and documentation for the investment review exceptions clearance process
• Facilitates the non-discretionary distribution process
• Facilitates the discretionary distribution process with shared approval authority
• Prepares all discretionary action requests for working group reviews, including but not limited to, termination, non-standard asset acceptance and retention, trust modifications, and real estate improvements
• Supports fee set up and daily cash management
• Takes responsibility for ensuring all accounts comply with applicable internal procedures
• Acts as an expert in trust administration that may include tax minimization strategies, 65-day elections or modifications, 5 x 5 powers, and Charitable Trust distribution percentages
• Coordinates client service activities with other areas of the organization
• Demonstrates solid knowledge and understanding of Regions’ products and services, including retirement, investment management, and charitable giving
• Coordinates administrative functions with attorneys, co-trustees, investment advisors, and Certified Public Accountants (CPAs)
• Ensures client activity is appropriately documented in OneView
• Ensures appropriate management of trust account assets, with an awareness to future potential depletion
• May manage complex client relationships

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

Requirements

• Juris Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank
• Or Master of Business Administration (MBA)
• Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience
• Or Bachelor’s degree in a related field and one (1) year of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience
• Or High School Diploma or GED and five (5) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience

Preferences

• Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
• Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies

• Ability to explain solutions, with a high degree of influence
• Ability to interpret and present complex topics in a concise and effective manner
• Ability to manage multiple goals and deadlines
• Analytical and problem-solving skills, including attention to detail
• Knowledgeable of Microsoft Office (Word, Excel, and PowerPoint)
• Strong oral, written and organizational skills
• Strong presentation 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:

$50,714.40 USD

Median:

$68,550.00 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 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

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.