UniFi EF - Bank of Ann Arbor · 2 days ago
Trust Operations Manager
Ann Arbor,MI,US
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expUniFi EF - Bank of Ann Arbor is seeking a Trust Operations Manager to lead a team providing operational support within their Trust & Investment Group. The role involves overseeing client onboarding, account administration, and various key business initiatives while ensuring compliance with policies and procedures.
FinanceFinancial ServicesProfessional Services
Responsibilities
Lead of team of professionals that provide broad operational support for client onboarding, account administration, statement production and various other areas
Complete daily account maintenance items, including account coding, statement setup, posting cash/asset transfer activity and researching discrepancies
Supports financial and performance reporting needs
Participate in vendor management activities such as third-party risk reviews, contract review, and invoice management
Software evaluation and implementation
Managing expenses to budget. Proactively manage controllable expense line items such as overtime and vendor fees
Montor non-exempt staff performance against individual performance goals
Obtain satisfactory or better audit ratings
Special projects, including the evolution of the Fi-Tek/Global Wealth Enterprise Solution platform
Monitor and improve internal processes, workflows and procedures to improve efficiency, reduce operational risk, meet service-level standards, and ensure compliance with policies and procedures
Employ ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
Assumes additional responsibilities as requested
Qualification
Required
Bachelor's Degree
10+ years of related experience in operations in a face-paced, dynamic leading organization
5+ years of management experience
Strong operational background required
Ability to solve problems independently
Experience collaborating with a solid network of strategic partnerships
Strategic thinker, enthusiastic about identifying opportunities and driving change
A creative and analytical thinker with an executional mindset
Intellectually curious, high-energy, driven, ambitious, commercial
Adaptable, comfortable with ambiguity
Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across divisions and understands importance of being responsive
Meticulous and resourceful with excellent organizational and project management skills
Self-starter with the drive to self-direct independently and follow through on projects start to finish
Exceptional ability to multitask with a keen sense of urgency and prioritize competing deadlines
Preferred
Trust accounting experience preferred, not required
Experience in banking or financial services, particularly with High Net Worth segment preferred
Company
UniFi EF - Bank of Ann Arbor
UniFi Equipment Finance formerly, Ervin Leasing provides superior service with a variety of lease plans on virtually all types of commercial equipment.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
RJ Grimshaw
Chief Executive Officer I President
Company data provided by crunchbase