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Wealth Management Middle Office Specialist
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$39,000 - $47,020 a year
Full-time
- 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.
- 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
- Posts pending trades to allow for the timely settlement of securities trades by SEI
- Oversees fee setup, maintenance, billing, and collection in the Wealth Management system
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