Fifth Third Wealth Advisors Operations Analyst

563

Charlotte, North Carolina, US
Base salary reflective of pyy grade range; incenti...
3-5 years operational experience
Investment accounting knowledge
Regulatory compliance understanding
This role provides high-quality operational support focused on efficiency, data integrity, and investment accounting within the RIA Operations team

Job Summary

  • This role provides high-quality operational support focused on efficiency, data integrity, and investment accounting within the RIA Operations team.
  • The position requires partnering with Operations, Compliance, and other functional teams to support regulatory reporting, examinations, and business initiatives.
  • Candidates will assist with audit support, cash disbursement reviews, and system optimization to enhance automation and risk mitigation.

Matching Summary

This role provides high-quality operational support focused on efficiency, data integrity, and investment accounting within the RIA Operations team.

Salary

Base salary reflective of pay grade range; Incentive compensation plan eligible based on performance; Comprehensive benefits program included

Skills & Requirements

Must-have

  • 3-5 years operational experience
  • Investment accounting knowledge
  • Regulatory compliance understanding
  • Data integrity and accuracy
  • Fee processing and billing

Nice-to-have

  • Process improvement mindset
  • Cross-functional collaboration skills
  • Adaptability to shifting priorities
  • Strong analytical problem solving
  • Professional communication abilities

Key Requirements

  • Bachelor's degree required
  • Business, Management, or Finance preferred
  • Minimum of 3-5 years relevant experience
  • Experience with asset management applications
  • Knowledge of SEC and PCAOB regulations

Work Rights

Not specified

Tailored Resume

Cover Letter