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Investment Operations Specialist

2 months ago

Knoxville, Tennessee, United States Regions Bank Full time
Job Description:

Job Summary:

The RIS Investment Operations Specialist provides operational support to the Investment Services division, ensuring the smooth execution of financial transactions and customer account maintenance. This role requires strong analytical and problem-solving skills, as well as excellent communication and organizational abilities.

Key Responsibilities:

  • Collects, logs, and ensures filing accuracy of Financial Advisor account transaction packages on a monthly basis.
  • Acts as a resource to Financial Advisors, coordinating support and coaching for ad hoc requests and questions in various platforms.
  • Provides routine and ad hoc reports, such as performance and production reports, to Financial Advisors.
  • Facilitates marketing campaigns by compiling new and relevant content in Marketing Central at the direction of Financial Advisors.
  • Partners with AIE to host team training seminars, virtual meetings, and operational best practices classes as needed.
  • Participates in semi-annual audits of Financial Advisors' Book of Business to ensure compliance with internal and external guidelines.
  • Participates in annual branch audits by compiling State, Federal, and Cetera Audit requirements, as well as running audit demonstration classes to prepare Financial Advisors.
  • Updates and reviews operational task procedures approved by compliance.

Requirements:

  • High School Diploma or GED.
  • Three (3) years of banking or financial services experience.
  • Preferences:
    • Bank brokerage experience.

Skills and Competencies:

  • Ability to research and solve problems.
  • Excellent verbal and written communication skills.
  • Proficient at Microsoft Office (Excel, Word, etc).
  • Strong analyzing, coordinating, and follow-up skills.
  • Strong attention to detail.

Compensation Details:

Pay ranges are job-specific and are provided as a point-of-market reference for compensation decisions. Other factors that directly impact pay for individual associates include experience, skills, knowledge, contribution, job location, and performance in the job role.

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.

Location Details:

Regions is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals.