Wealth Management Middle Office Specialist - Cash Processing

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At Regions, the Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment. The Wealth Management Middle Office Core Unit consists of the following teams:
Account Services (Cash Processing and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) Operations.

• Provides specialized administrative support to the Wealth Management business segment, including transactions processing for firm-specific assets, client bill pay services, wire transfers and check disbursements
• Creates detailed analytical reports and ad hoc reports for projects, Front Office associates and Management
• Interprets the details of proper trust accounting, reversals and corrections of transactions including free movements, cash disbursements and gain/loss activity
• Posts pending trades to allow for the timely settlement of securities trades by SEI
• Tracks and resolves failed trades
• Administers bond payments, transfers processing, and balances daily payments
• Oversees fee setup, maintenance, billing, and collection in the Wealth Management system
• Resolves problems and answers questions from internal customers

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

• High School diploma or GED
• Two (2) years experience in banking/financial services industry or College Degree

• Ability to multitask with minimal supervision
• Demonstrates a willingness to learn and apply new concepts and can adapt well to change
• Demonstrates the ability to identify and resolve common issues/problems
• Good analytical and problem-solving skills, including attention to detail
• Proficient verbal and written communication skills
• Proficient with Microsoft Office products and programs
• Strong ability to multitask with minimal supervision.
• Demonstrated willingness to learn, adapt, and apply new concepts and processes.
• Proven ability to identify and resolve common operational problems.
• Strong analytical and problem-solving capabilities with exceptional attention to detail.
• Effective verbal and written communication skills.
• High proficiency with Microsoft Office, particularly Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, data analysis).
• Strong organizational skills with the ability to meet deadlines consistently.
• Professional judgment, integrity, and a commitment to operational accuracy and client service.
• Experience in wealth management operations, middle office functions, or financial services is highly desirable.
• Familiarity with custodial platforms, portfolio management systems, or reconciliation tools is a plus.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Full time

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…