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GENERAL FUNCTION:

The Franklin Street Partners Operations Specialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting.  The Operations Specialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution.

The role is 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:

Responsibilities may include:

Cashiering

Process wires, check requests, EFT’s as requested on a daily basis.Enter all the details for client deposits via check or wire.Scan all paperwork related to each transaction and save it in the electronic document storage system.Prepare stock gift transactions and letters to clients to provide the details of the transactionsPost income into our systems for held away assets.Special reporting for clients on an as needed basis.Manage the process for quarterly mailing of client statements.Support Front Desk coverage, as needed.Special projects, as needed.

New / Closing Account Activities

Open/verify new accounts in APXMaintain transfer list to keep relationship managers up to date on account transfersProcess incoming and outgoing account transfersReconcile assets received vs. prior custodian statementsObtain cost basis prior to account acceptance and transferTroubleshoot issues with transfers between custodiansMonitor account closings & transfersMake all changes to APX with internal transfers

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

3+ year's relevant experienceHigh school diploma or equivalent. College degree preferred.Experience with Microsoft office products, such as Word, Excel, PowerPoint and OutlookKnowledge of Advent Portfolio Exchange (APX) preferredAcquired understanding of company policies, procedures, and operationsKnowledge of the firms businesses and the related industry economicsAbility to multi-task and work well under pressureExcellent customer service and problem resolution skillsAbility to work efficiently with a low margin of errorExcellent verbal and written communication skillsEffective customer relations both internal and external

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.Extended viewing of CRT screen.

Franklin Street Partners Operations Specialist

LOCATION -- Chapel Hill, North Carolina 27517

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.