Trading / Service Specialist II

Trading / Service Specialist II

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General Function : Under moderate supervision, receives and enters trades from Investment Executives and customers of Fifth Third Securities. Provides value-added services to both 5 / 3rd Securities Investment Executives and their customers concerning trade execution and the various exchanges on which trades take place.

Essential Duties & Responsibilities :

• Receive and execute trade instructions from customers both directly and as a backup for unavailable Investment Executives and their assistants.
• Accurately enter stock, mutual fund, bond, option, and UIT orders through NFS.
• Maintain blotters of daily activity to satisfy compliance requirements.
• Review and execute trades submitted through voice or Internet systems.
• Arrange and monitor special settlement instruction requests for trades placed.
• Execute broker requests for trade error corrections, requesting corrections through NFS and monitoring their successful completion.
• Maintain and update gain and loss spreadsheets for errors.
• Assist Investment Executives in all aspects of NFS trading system.
• Ability to service both Investment Executives and clients of 5 / 3rd Securities in a professional and accurate manner.
• Respond to calls regarding margin calls, Reg T buy-ins and sell-outs, status of transfers, and all other issues related to client accounts for Financial Advisors.

Secondary Duties & Responsibilities :

Supervisory Responsibilities : None.

Minimum Knowledge, Skills and Abilities Required :

Location Cincinnati, Ohio 45227

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.