Licensed Investment Support Specialist I
hace 1 mes
Make banking a Fifth Third better
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives (e.g., Investment Executives or Wealth Management Advisors).
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, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provide daily administrative support to designated registered representatives, and existing and potential clients. Provide guidance to the banking center partners as requested. Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc. Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc. Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards Maintain close contact with clients in order to ensure that they are informed about industry changes while deepening the relationship and serving the best interest of the client. Educate and coach business partners on current market conditions, products, compliance and operational duties. Support multiple registered securities representatives or representatives with very large books of business. Handle various administrative functions for the registered securities representatives including but not limited to executing trades. Ensure that all trading activity complies with federal and internal compliance regulations and guidelines. New Client work closely with Banking Center or Private Bank partners to identify opportunities to deepen current client relationship. Perform other projects or duties as assigned. SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
High school diploma or equivalent. Bachelors degree in Finance, Economics, or Business Management preferred. Securities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required to be obtained, as documented in the Fifth Third Securities Licensing Guidelines candidate with active Series 6 and 63 licenses preferred.
Two (2) years of brokerage or related financial services experience. Good understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior Brokerage experience preferred. Strong communication and organizational skills. Must be able to work independently with limited supervision. Must be able to prioritize and effectively manage multiple tasks at once. Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point. Strong verbal and written communication and negotiation skills. Ability to meet deadlines under pressure utilizing excellent time management skills. WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Minimal travel may be required. Licensed Investment Support Specialist I LOCATION -- Royal Oak, Michigan 48067 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
-
Health Information Specialist I
hace 4 semanas
Minillas Barrio, Puerto Rico Ciox Health A tiempo completoJob Title: Health Information Specialist IJob Summary:We are seeking a highly organized and detail-oriented Health Information Specialist I to join our team. As a Health Information Specialist I, you will be responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner, ensuring accuracy...
-
Medical Assistant I
hace 4 semanas
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoJob SummaryUnder the direction of management and physician leadership, performs and oversees functions related to the clinical activities, including maintaining patient flow, performing technical procedures, and clinically oriented activities under physician/provider direction. The Medical Assistant I will assist management in achieving office efficiencies...
-
RN Field Care Specialist
hace 3 semanas
Minillas Barrio, Puerto Rico Hope At Home Health Care A tiempo completoHope At Home Health Care: A Leading Provider of Skilled Home Healthcare ServicesAt Hope At Home Health Care, we are dedicated to delivering exceptional skilled home healthcare services to our patients. We are seeking a compassionate and experienced Registered Nurse to join our team as a Field Care Specialist.Key Responsibilities:Administer skilled nursing...
-
Medical Support Professional
hace 2 semanas
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoAbout the UnitOur 35-bed Medical/Surgical unit, 9 North, provides a dynamic and diverse patient care environment. With a focus on patient-centered care and strong teamwork, we strive to deliver exceptional care while fostering a positive culture for our staff.About Royal Oak HospitalA recognized leader in healthcare, Royal Oak Hospital is a major academic...
-
Phlebotomist I
hace 3 meses
Minillas, Puerto Rico Spectrum Health System A tiempo completoPeople are at the heart of everything we do, and the inspiration for our legacy of outstanding outcomes, innovation, strong community partnerships, philanthropy and transparency. Corewell Health is a not-for-profit health system that provides health Phlebotomist, Medical Assistant, Patient Services, Processing, Health, Healthcare, Support
-
Medical Support Assistant
hace 2 semanas
Minillas Barrio, Puerto Rico Spectrum Health System A tiempo completoAbout 9 North Medical at Spectrum Health SystemThis Medical/Surgical unit provides care to patients with a variety of medical conditions, requiring a diverse range of skills and knowledge from our Nursing Assistants. With a 35-bed capacity, we offer a dynamic and fast-paced environment where you can apply your clinical skills and make a real difference in...
-
Phlebotomist I Prn
hace 1 mes
Minillas, Puerto Rico Psg A tiempo completo1. Under the direction of phlebotomy management, performs diverse support functions including phlebotomy to ensure accurate test results and a quick turnaround time. Positions supporting Patient Service Centers and client offices are required to prov Phlebotomist, Support, Patient, Healthcare, Staffing, Specimen
-
Hematopathology Specialist
hace 2 semanas
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoAbout the Role: Corewell Health in Southeast Michigan is seeking a skilled Hematopathology Specialist for a full-time position at the Royal Oak campus. This role will involve responsibilities such as bone marrow, peripheral blood, lymph node, flow cytometry, and coagulation sign out. The department performs approximately 2,000 bone marrow specimens, 45,000...
-
Content Marketing Specialist
hace 1 mes
Minillas, Puerto Rico 4Flow A tiempo completoWhat your new challenge will look likeThe Content Marketing Specialist is responsible for developing, managing, and executing 4flow's content marketing strategy in North America. This role involves creating high-quality content that engages the target audience(s), enhances brand awareness, and drives traffic to the 4flow website. The specialist needs to have...
-
Imaging Support Specialist
hace 2 semanas
Minillas Barrio, Puerto Rico Spectrum Health System A tiempo completoJob SummaryWe are seeking a detail-oriented and dedicated Imaging Assistant to support our team in a fast-paced Imaging environment.The ideal candidate will be responsible for assisting Technologists as needed, following established policies and procedures. Key duties will include performing a wide range of tasks assigned by Imaging, Assistant, Patient Care,...
-
Mental Health Support Specialist
hace 2 semanas
Minillas Barrio, Puerto Rico Selectability A tiempo completoAbout the RoleAs a Support Coordinator, you will work closely with participants to navigate the NDIS and interpret their individual packages. This role is focused on ensuring participants receive the most out of their NDIS plans.The key responsibilities of a Support Coordinator include:SUPPORTING AND EMPOWERING PARTICIPANTS TO MAKE THEIR OWN...
-
Hospice Care Specialist
hace 2 semanas
Minillas Barrio, Puerto Rico Custom Home Health Inc A tiempo completoWhy Hospice Care Matters:At Custom Hospice, we understand the profound impact of hospice care on patients and their families during one of life's most challenging times. Providing comfort, solace, and guidance to those navigating the end-of-life process is a vital part of our mission.Competitive Compensation and Benefits:We offer a generous salary and...
-
Cardiac Care Specialist
hace 4 semanas
Minillas Barrio, Puerto Rico Spectrum Health System A tiempo completoAt Spectrum Health System, we are seeking a skilled Cardiac Care Specialist to join our team. This role will provide intermediate-level care to patients with cardiac-related diagnoses on our 68-bed cardiac step-down unit. Key responsibilities include assisting nurses with patient care, monitoring vital signs, and providing emotional support to patients and...
-
Dental Hygienist Opportunity
hace 1 mes
Minillas, Puerto Rico Dental Works A tiempo completoOverview We are seeking a highly skilled and enthusiastic Registered Dental Hygienist to join our team at DentalWorks. As a valued member of our family, you will have the opportunity to provide exceptional patient care, educate patients on oral systemic links, and work in a supportive and collaborative environment.Key Responsibilities Provide high-quality...
-
Orthopedic Surgery Registered Nurse
hace 3 semanas
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoAbout the UnitOur Orthopedic Surgery and Neurosurgery department is a 16-operating room unit that provides a dynamic and challenging environment for our Registered Nurses. We offer scrub training in orientation to enable our RNs to scrub surgical cases as needed, under the discretion of unit leadership.About Royal Oak HospitalRoyal Oak Hospital is a major...
-
Pediatric Gastroenterologist
hace 4 semanas
Minillas, Puerto Rico Henry Ford Health A tiempo completoDescriptionHenry Ford Health is seeking a full-time faculty member to join our team in the Department of Pediatrics, Division of Gastroenterology. This position comes with opportunity for a faculty appointment within the Department of Pediatrics (rank is determined by individual accomplishments), a competitive salary, and full benefits package.About The...
-
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoCardiology Heart Failure Specialist OpportunityCorewell Health is seeking a highly skilled Cardiology Heart Failure Specialist to join our team in Royal Oak, MI. As a key member of our Cardiology department, you will be responsible for providing high-quality heart failure care to our patients.Key Responsibilities:Deliver inpatient and outpatient clinical...
-
Minillas Barrio, Puerto Rico Corewell Health A tiempo completoAdvanced Heart Failure Cardiology Specialist OpportunityThe Department of Cardiology at Corewell Health in Southeast Michigan is seeking a full-time Advanced Heart Failure Cardiology Specialist to join our dynamic team. As a key member of our developing team, you will provide high-quality HF care via an inpatient consultative service, outpatient clinic, and...
-
Minillas, Puerto Rico Lighthouse A tiempo completoTitle: RHY Residential SpecialistAbout Lighthouse:Lighthouse MI is a growing non-profit, established in 2019 when Lighthouse of Oakland County and South Oakland Shelter joined forces to offer a stronger collective response to poverty in our Metro Detroit community. With over 80 years of combined experience, Lighthouse serves as a beacon of hope to our...
-
Division Head-Pediatric Gastroenterology
hace 1 mes
Minillas, Puerto Rico Henry Ford Health A tiempo completoDescriptionHenry Ford Health is seeking a Division Head in the Department of Pediatrics, Division of Gastroenterology, Hepatology, Pancreatology and Nutrition. This position comes with opportunity for a faculty appointment within the Department of Pediatrics, Michigan State University and Wayne State University (rank is determined by individual...
