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GENERAL FUNCTION

+ 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.


ESSENTIAL DUTIES AND 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 is aligned with underlying governing document, internal procedures as well as legal and regulatory...