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Trust Assistant
Regions Financial
Birmingham, AL, United States
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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.
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Job Description:
At Regions, the Trust Assistant requires that the person provide general and clerical administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail.
This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week.
Primary Responsibilities
• Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
• Sets up and maintains trust account files
• Ensures that fee desk is informed of new accounts and closed accounts
• Facilitates proper and timely transfer of assets on closing accounts
• Researches tax and compliance issues
• Monitors cash sheet daily for overdrafts or large balances
• Processes Trust transactions (disbursements, income, etc)
• Handles routine questions from clients
• Creates and organizes PowerPoint slide presentations
• Creates and maintains Excel spreadsheets
• Files account related material according to prescribed system in a timely manner
• May attend client meetings with Trust Officer
Requirement
• High school diploma or equivalent
• Accurate typing, spelling and grammar skills required
Preferences
• Bachelors degree in a business related field
• One plus years trust administrative experience with a solid understanding of trust office processes
Skill and Competencies
• Proficient in computer software systems to include word processing, databases and spreadsheets
• Excellent written and oral communication skills
• Excellent organizational and customer service skills
• Good analytical and problem solving skills, including attention to detail
Location:
Birmingham, Alabama
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