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 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 accounts
Partners with PS leadership, acting as subject matter expert in fiduciary trust or nonprofit accounts to the field
Works closely with the PS Advisors to provide coaching and training on systems, policies and procedures, and regulatory requirements
Supports and may conduct Annual Administrative and Compliance Reviews for clients in conjunction with the assigned Advisor
Supports and may supply Portfolio Managers with documentation of non-standard asset reviews for Annual Investment reviews
Leads the investment review exceptions process
Leads the administrative review exceptions process
Remains abreast with industry trends to ensure prudent administration and investment management
Oversees the account opening process for all new PS business
Facilitates the non-discretionary distribution process, communicating with Relationship Teams when necessary
Facilitates the discretionary distribution and action process
Provides oversight of Required Distributions
Manages tax coordination
Supports PS Advisor retention and expansion of trust and investment management clients
Takes responsibility for ensuring all accounts comply with applicable internal programs and procedures
Maintains strong investment management knowledge, beyond traditional asset allocation
Oversees risk-related projects and follow up items from Wealth Management Risk and Compliance
May 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 field
Five (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 members
Ability to learn additional systems as needed
Ability to research, analyze data, and derive facts
Ability to work under pressure and meet deadlines
Advanced problem analytical and problem-solving skills including attention to detail
Advanced verbal, written communication, and organizational skills
Advanced knowledge of risk management and fiduciary principles and processes
Advanced knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong record-keeping skills
Strong 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.

Please refer the Job description for details