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Fiduciary Account Review Specialist

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Fifth Third
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Financial Compliance, Wealth Management, Risk Manager/Analyst, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 71100 - 145900 USD Yearly USD 71100.00 145900.00 YEAR
Job Description & How to Apply Below

Fifth Third Bank in Cincinnati, OH is seeking a Fiduciary Account Specialist to perform fiduciary reviews across investment management, IRA and trust accounts. You will validate documentation, ensure alignment with governing documents and internal policies, and collaborate with client teams to remediate exceptions while escalating risks as needed.

The role requires 3–5 years of fiduciary advisory experience and a Bachelor’s degree with willingness to pursue CTFA or similar certifications.

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