Wealth Management Middle Office Specialist

Hoover, Alabama
May 07, 2023
Jun 07, 2023

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 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.


  • 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 may be filled at a higher level depending on the candidate's qualifications and relevant experience.

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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.


Location Details

Riverchase South


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