Licensed Investment Support Specialist Ii

Fifth Third Bank

Sarasota, Florida, US
Daily administrative support
Client relationship management
Execute trading transactions
The Licensed Investment Support Specialist II provides office management support for registered securities representatives and is responsible for risk management by following policies and procedures

Job Summary

  • The Licensed Investment Support Specialist II provides office management support for registered securities representatives and is responsible for risk management by following policies and procedures.
  • Essential duties include providing daily administrative support, processing operations duties, performing account maintenance, and ensuring timely and accurate execution of trading transactions.
  • Fifth Third offers a Total Rewards package including comprehensive benefits and differentiated compensation, designed to support the individual needs of employees and their families.

Matching Summary

The Licensed Investment Support Specialist II provides office management support for registered securities representatives and is responsible for risk management by following policies and procedures.

Skills & Requirements

Must-have

  • Daily administrative support
  • Client relationship management
  • Execute trading transactions
  • Compliance with regulations

Nice-to-have

  • Positive customer experience
  • Openly exchanging ideas
  • Coaching business partners
  • Identifying new client opportunities

Key Requirements

  • High school diploma or equivalent
  • Securities Industry Essentials (SIE)
  • Series 7, 66 (or 65 and 63)
  • State resident insurance licenses
  • Five (5) years of brokerage experience
  • Intermediate computer skills

Work Rights

Not specified

Tailored Resume

Cover Letter