Licensed Investment Support Specialist II
Fifth Third Bank(1 month ago)
About this role
A Licensed Investment Support Specialist II provides office management and operational support to registered securities representatives, such as Investment Executives and Wealth Management Advisors. The role operates within the bank's investment support function, ensuring adherence to compliance and risk frameworks while supporting client-facing advisors and their practices.
Required Skills
- Administrative Support
- Account Maintenance
- Trade Execution
- Compliance
- Client Communication
- Risk Management
- Microsoft Excel
- Time Management
- Organization
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- Securities Industry Essentials (SIE)
- Series 7
- Series 66 or Series 65 and 63
- State Insurance Licenses (Life, Health, Long Term Care)
- Variable Annuity Certification
About Fifth Third Bank
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