Trust Administrator - Signature Services
Regions Financial Corporation - Birmingham, AL

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Responsible for the client administration and acquisition of a small group of Personal Trust and Estate Plan accounts. Administration responsibilities include client meetings and compliance review of plan accounts. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations.

Representative Activities:
Develop and retain trust and investment management clients. Manage the set-up, implementation and administration of trusts and estates. Keep abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management . Ensure that account administration is in compliance with fiduciary principles. Coordinate client service activities with other wealth management partners. Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives.

Qualifications

Bachelor's degree or equivalent experience preferred. 1 plus years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience preferred. Some knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts. Strong presentation and sales skills.

Excellent oral, written and organizational skills. Good analytical and problem solving skills, including attention to detail. Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.

Regions Financial Corporation - 18 months ago - save job - block
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