Apply on Employer Site

Bank of Ann Arbor · 3 days ago

Trust Operations Manager

Ann Arbor, MI

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

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 business initiatives while ensuring compliance and improving internal processes.

BankingCustomer ServiceFinancial 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

Operational managementTrust accountingFinancial services experienceVendor managementProject managementProblem solvingStrategic thinkingCommunication skillsTeam collaborationOrganizational skills

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

Desire to drive client experience

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