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 Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.
Primary Responsibilities
Responds to routine customer and internal account inquiries, performing necessary research on complex matters and following up in a timely manner
Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
Processes complex Trust transactions in a timely manner
May perform complex cash and asset distributions from account closings
Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
May forecasts client cash needs and provides estimates of liquidity needed to relationship team
May perform complex research for tax compliance and asset transfer issues
Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
May create and organize PowerPoint presentations and Excel spreadsheets
May attend client meetings with Trust Officer and perform special projects as assigned
May assist and provide guidance to less experienced Specialists
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
Five (5) years Trust or related experience
Accurate typing, spelling and grammar skills required
Preferences
Bachelor's degree in a business related field
Experience in trust administration with a solid understanding of trust office processes
Skills and Competencies
Proficient in computer software systems to include word processing, databases and spreadsheets
Excellent organizational and customer service skills
Excellent written and oral communication skills
Excellent analytical and problem-solving skills, including attention to detail
This position will act as a Trust Relationship Specialist supporting advisors and managing the day-to-day transactional and support request for complex fiduciary accounts. The ideal candidate will bring experience in trust administration, fiduciary account support, beneficiary services, and experience working with special needs, guardianship, or other complex trust relationships.
Additional responsibilities may include:
Supporting advisors with transactional request on complex trust accounts, including Special Needs Trusts, Section 142 Trusts, Guardianship Management Trusts, and other court-created or supplemental care trusts.
Navigating specialized account requirements, including non-resident alien and international client considerations.
Coordinating asset management activities and collaborating with advisors, attorneys, tax professionals, and estate planning partners to support clients' long-term financial objectives.
Overseeing account openings, account transfers, asset movement, and ongoing maintenance activities while ensuring accurate documentation and operational efficiency.
Monitoring transaction activity, recurring distributions, and account balances to ensure compliance with fiduciary standards, regulatory requirements, and internal policies.
Partnering with Legal, Compliance, Investment, and Operations teams to resolve complex trust administration matters and mitigate risk.
Maintaining accurate account records
Assisting advisors with trust tax preparation activities, including coordinating documentation, responding to information requests, and facilitating tax payments.
Preparing account documentation and materials for advisory review, compliance reviews, audits, and special projects.
Performing research and analysis related to trust administration, fiduciary matters, asset transfers, and account-specific issues.
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:
$53,025.00 USD
Median:
$66,832.50 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/about-regions/welcome-portal/benefits
Location Details
Dallas Uptown
Location:
Dallas, Texas
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.
