Investment Support Specialist

3 days ago

Royal Oak, Michigan, United States Fifth Third Full time
Job Summary

Fifth Third Bank is seeking a highly skilled and detail-oriented Licensed Investment Support Specialist I to provide administrative support to registered securities representatives and clients. The ideal candidate will have a strong understanding of the financial industry, compliance regulations, and daily operational duties.

Key Responsibilities
  • Provide daily administrative support to designated registered representatives and clients.
  • Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc.
  • Perform account maintenance, including opening new accounts, money transfer requests, executing orders, address changes, etc.
  • Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards.
  • Maintain close contact with clients to ensure they are informed about industry changes while deepening the relationship and serving the best interest of the client.
  • Educate and coach business partners on current market conditions, products, compliance, and operational duties.
  • Support multiple registered securities representatives or representatives with very large books of business.
  • Handle various administrative functions for the registered securities representatives, including but not limited to executing trades.
  • Ensure that all trading activity complies with federal and internal compliance regulations and guidelines.
Requirements
  • High school diploma or equivalent; Bachelor's degree in Finance, Economics, or Business Management preferred.
  • Securities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification required.
  • Two (2) years of brokerage or related financial services experience.
  • Good understanding of the financial industry, compliance regulations, daily operational duties, and investment brokerage/banking products.
  • Strong communication and organizational skills.
  • Ability to work independently with limited supervision.
  • Ability to prioritize and effectively manage multiple tasks at once.
  • Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint.
  • Strong verbal and written communication and negotiation skills.
  • Ability to meet deadlines under pressure utilizing excellent time management skills.

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