Wealth Management Middle Office Specialist

Regions Financial

Hoover, Alabama, United States
Base: $37,750.00 - $44,940.00 usd; bonus/equity: n...
On-site
Transaction processing for firm-specific assets
Trust accounting interpretation
Microsoft office proficiency
The Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment

Job Summary

  • The Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment.
  • Primary responsibilities include processing transactions, interpreting trust accounting details, and creating detailed analytical reports.
  • Regions offers a comprehensive benefits package including 401K with company match, medical/dental/vision, and paid vacation.

Matching Summary

The Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment.

Salary

Base: $37,750.00 - $44,940.00 USD; Bonus/Equity: Not specified; Benefits: Paid Vacation/Sick Time, 401K Match, Medical/Dental/Vision

Skills & Requirements

Must-have

  • Transaction processing for firm-specific assets
  • Trust accounting interpretation
  • Microsoft Office proficiency
  • Analytical and problem-solving skills

Nice-to-have

  • Ability to multitask with minimal supervision
  • Willingness to learn new concepts
  • Adaptability to change
  • Strong verbal and written communication

Key Requirements

  • High School diploma or GED
  • Some college education preferred
  • Banking experience required

Work Rights

Not specified

Tailored Resume

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