Investment Support Specialist II — Brokerage Operations

Fifth Third Securities, Inc.; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide office management and execution support for registered securities representatives. The role emphasizes risk-aware actions, timely processing of trading transactions, and maintaining documentation to standards.

You will assist in onboarding Investment Executives and Wealth Management Advisors, educate partners on market conditions, and collaborate with Banking Center and Private Bank teams to grow client relationships.

Qualifications

• SIE, Series 7, 66 (or 65/63) licenses required.
• Five years of brokerage or related financial services experience.
• Strong knowledge of regulations and compliance.
• Excellent communication and organizational skills.

Responsibilities

• Provide daily administrative support to designated registered representatives.
• Process account openings, money transfers, and order entries.
• Ensure all trading activity complies with regulations.
• Educate partners on market conditions and products.
• Collaborate with Banking Center/Private Bank teams to grow client relationships.
• Assist in onboarding Investment Executives/Wealth Managers.

Skills

Communication

Organization

Time management

Independent work

Education

Bachelor's degree

SIE

Series 7

Series 66/65/63

Job description

Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide office management and execution support for registered securities representatives. The role emphasizes risk-aware actions, timely processing of trading transactions, and maintaining documentation to standards.

You will assist in onboarding Investment Executives and Wealth Management Advisors, educate partners on market conditions, and collaborate with Banking Center and Private Bank teams to grow client relationships.