Fifth Third Wealth Advisors Operations Analyst

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ABOUT THE ROLE:

The RIA Operations Analyst provides high-quality operational support focused on efficiency, data integrity, investment accounting, and senior-level operations functions. This role partners across Operations, Compliance, and other functional teams to support regulatory reporting, examinations, and business initiatives that drive strong client outcomes and operational excellence across the firm.

YOUR RESPONSIBILITIES:

• Data Integrity & Workflow Efficiency: Partner with Operations staff and related departments to resolve issues, ensure data accuracy, and implement process improvements that enhance efficiency and control.

• Fee Processing: Support quarterly fee processes, including generation of fee billing statements and use of custodial interfaces to post fees to client accounts.

• Client Documentation Review: Review new client documentation for accuracy and completeness, adapting to shifting priorities to support team and organizational objectives.

• Cash Disbursements: Participate in the review and approval of client account disbursements in accordance with established policies and procedures.

• Systems, Process & Procedure Optimization: Assess operational workflows and system enhancement opportunities to improve automation, efficiency, and risk mitigation; recommend updates to policies and procedures as appropriate.

• Cross-Functional & Leadership Support: Collaborate with internal partners and leadership on firm initiatives, special projects, and research to support business results and client satisfaction.

• Audit & Examination Support: Gather data and documentation to support Internal Audits, RCSAs, and external examinations (e.g., SEC, PCAOB, Surprise Custody Exams).

• Regulatory Reporting & Compliance Requests: Assist with governance reporting and respond to compliance and regulatory inquiries in a timely manner.

• Operational Flexibility: Adapt to new responsibilities or shifting priorities as needed to support team objectives and organizational needs.

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’s degree required; Business, Management, or Finance preferred.

• Minimum of 3-5 years of relevant operational, investment, or financial services experience

REQUIRED SKILLS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 3–5 years of work or practical experience), in:

• Investment Knowledge: Understanding of asset allocation processes and major asset classes, including equities, fixed income, and alternatives.

• Regulatory & Compliance Knowledge: Working knowledge of compliance and regulatory requirements impacting the investment management industry.

• Technology & Data Tools: Experience with asset management applications, data analytics tools, CRM systems, document repositories, and electronic workflow platforms.

• Operational Execution: Ability to manage workflows, projects, and deadlines in a dynamic, regulated environment.

• Analytical Problem Solving: Strong analytical skills with the ability to identify issues, assess root causes, and recommend practical solutions.

SKILLS FOR SUCCESS:

Qualified candidates will possess an intermediate degree of proficiency (typically from 3–5 years of experience), across a suite of skills including:

• Collaboration & Partnership: Ability to work effectively across Operations, Compliance, and other internal teams to achieve shared objectives.

• Attention to Detail & Data Quality: Strong focus on accuracy, consistency, and data integrity across operational and reporting activities.

• Adaptability & Agility: Comfort operating in a dynamic, evolving regulatory and operational environment with shifting priorities.

• Professional Communication: Ability to communicate clearly and professionally while building strong working relationships with peers, leaders, and partners.

• Continuous Improvement Mindset: Proactive approach to identifying process improvements that enhance efficiency, controls, and risk mitigation.

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