Fiduciary Account Specialist

About the Role

Responsible for timely completion of administrative account reviews within investment management and trust to ensure Fifth Third’s compliance with internal policies and regulatory/legal requirements. The Fiduciary Account Specialist identifies exceptions and validates exception mitigation.

Responsibilities

• Perform Investment Management & Trust account reviews as assigned to ensure timely completion. Reviews may include investment management, IRA, trust, foundation, and guardianship account reviews.
• Review account documentation to validate compliance with internal requirements.
• Review account set-up and activity to ensure alignment with underlying governing documents, internal procedures, and legal and regulatory compliance.
• Partner with client teams to ensure appropriate steps have been taken to eliminate, mitigate, and/or escalate exceptions.
• Escalate items of risk and identify trends in account reviews.
• Assist in the education, communication, and reinforcement of fiduciary policies and regulations.
• Participate in periodic discussions and reviews with Business Controls, Compliance, and Audit to improve and update processes and procedures.
• Perform a variety of special projects and other duties as assigned.
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
• Accountable for always doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience.
• While operating within the Bank's risk appetite, achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements

• Bachelor’s degree preferred; willingness to work toward professional certifications required (CTFA and others).
• 3-5 years of fiduciary administrative advisory/support experience.
• Knowledge of or ability to quickly learn fiduciary account types and structures, legal and regulatory standards, and internal policies and procedures.
• Strong organizational, oral, and written communication skills.
• Time management skills.
• Ability to make decisions and evaluate risk remediation activities.

Pay

Total Base Pay Range: $71,100.00 - $145,900.00 USD Annual

The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business, and/or individual performance.

Benefits

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to support employees' physical, financial, emotional, and social well-being. Benefits programs are designed to support the individual needs of our employees and their families. Learn more about our benefits.

Location: Cincinnati, Ohio 45202