Wealth Management Relationship Team Administrator

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: 23 hours ago

Vacancies: 1 Vacancy

Job Summary

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) - SafeActwill lead the areas 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 coachingand training to support specialists serving as the 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
Distributes pertinent information to the assistant team ensuring consistency across the Wealth Management function
Assists relationship teams with resolving complex client issues
Completesand processes administrative documents for the department (Human Resources (HR) forms Corrective Action Requests (CARS) ad hoc management reporting and other various reports)
Monitors departmental compliance training
Monitors risk and compliance on various client transaction activity
Facilitates new associate onboarding and training for Wealth Management associates
Supports Wealth Management Leaders as needed with other administrative duties such as theonboarding of new associates complex reporting and other duties as assigned
Travels as needed to support the assigned area market
May perform general management duties in partnership with business leadership and Human Resources exercising usual authority concerning staffing performance evaluations promotions and terminations

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 SchoolDiploma or GED
Five (5) years of experience in a related field

Preferences

Bachelors degree or Technical School Certification

Skills and Competencies

Ability to manage multiple goals and deadlines simultaneously
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite (Word Excel PowerPoint)
Strong analytical and problem-solving skills including attention to detail
Strong organizational skills

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$61588.45 USD

Median:

$82780.00 USD

Incentive Pay Plans:

This job may participate in an annual discretionary bonus plan.

Benefits Information

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

DetailsKennedy

Location:

Tampa Florida

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Required Experience:

Unclear Seniority