Wealth Management Relationship Team Administrator – Safe Act
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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.
Provides leadership, coaching and training to support specialist, serving as their dedicated subject matter expert on policies and procedures for business group systems and transactions
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
Monitors risk and compliance on various client transaction activity
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 https://fedregistry.nationwidelicensingsystem.org for more information.
High School Diploma or GED
Five (5) years of experience in a related field
College Degree or Technical School Certification
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
Health Savings Account
Flexible Spending Account
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.
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