Grace Monroe
Private Wealth Management Trust Administrator at Regions Bank
- Role
- Trust Administrator at Regions Bank
- Location
- Huntsville, AL, US
- LinkedIn followers
- 500 followers
Experience
Trust Administrator
Apr 2023 — Present · Huntsville, AL, US
Conducts Annual Administrative and Compliance Reviews for clients in conjunction with the assigned Trust Advisor• Leads the investment review exceptions process• Handles annual tax coordination, fee set up, and daily cash management • Takes responsibility for ensuring all accounts comply with applicable internal programs and procedures• Oversees the account opening process for all new Investment Management and Trust business• Facilitates the discretionary distribution process with approval authority of
Education
University of Mississippi
Bachelor of Arts - BA
2016 — 2019
Mississippi College School of Law
Juris Doctor
2020 — 2022
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