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Wealth Management Relationship Team Administrator

Company: Regions Financial Corporation
Location: Clearwater
Posted on: November 26, 2022

Job Description:

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 Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area's Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor team.

Primary Responsibilities

  • Provides leadership, coaching and training to assistant staff, serving as their dedicated subject matter expert on policies and procedures
  • Understands client needs and identifies opportunities to improve and resolve client service issues
  • Coaches associates to identify expansion opportunities within existing relationships and/or identifies knowledge gaps
  • Disseminates pertinent information to the assistant team, ensuring consistency across the Wealth Management function
  • Assists Relationship Teams with resolving complex client issues
  • Completes and processes administrative documents for the department (HR forms, CARS requests, ad hoc management reporting, other various reports)
  • Monitors departmental compliance training
  • May perform general management duties, in partnership with business leadership and Human Resources, exercising usual authority concerning staffing, performance evaluations, promotions, and terminations
  • Facilitates new associate onboarding and training for Wealth Management associates
  • Supports Wealth Management Leaders, as needed, with other administrative duties such as onboarding of new associates, complex reporting and other duties as assigned
  • Travels, as needed, to support the assigned area market
    This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

    This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.

    Requirements

  • High School Diploma or GED
  • Five (5) years of experience in a related field
    Preferences

    * College Degree or Technical School Certification

    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

    Kennedy

    Location:

    Tampa, Florida

    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

Keywords: Regions Financial Corporation, Clearwater , Wealth Management Relationship Team Administrator, Executive , Clearwater, Florida

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