UniFi EF - Bank of Ann Arbor · 16 hours 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 responsible for operational support within their Trust & Investment Group. The role includes overseeing daily operations, managing client onboarding, and enhancing operational efficiency through software solutions and process improvements.
FinanceFinancial ServicesProfessional Services
Responsibilities
Lead a team of professionals providing operational support for client onboarding, account administration, statement production, and related functions
Oversee daily account maintenance, including account coding, statement setup, cash and asset transfers, and discrepancy resolution
Support financial and performance reporting requirements
Participate in vendor management activities, including third-party risk assessments, contract reviews, and invoice processing
Evaluate and implement software solutions to enhance operational efficiency
Manage expenses within budget, proactively controlling overtime and vendor fees
Monitor non-exempt staff performance against individual goals
Achieve satisfactory or better audit ratings
Lead special projects, such as the evolution of the Fi-Tek/Global Wealth Enterprise Solution platform
Continuously improve internal processes, workflows, and procedures to boost efficiency, reduce risk, meet service standards, and ensure compliance
Uphold ethical business practices to maintain full compliance with regulatory, broker-dealer, and institutional requirements
Take on additional responsibilities as assigned
Qualification
Required
Bachelor's degree required
10+ years of relevant operations experience in a fast-paced, dynamic organization
5+ years of management experience
Strong operational background essential
Commitment to enhancing the client experience
Proven ability to solve problems independently
Experience collaborating with strategic partners
Strategic thinker, enthusiastic about identifying opportunities and driving change
Creative and analytical, with a focus on execution
Intellectually curious, energetic, driven, ambitious, and commercially minded
Adaptable and comfortable with ambiguity
Outstanding written and verbal communication skills; exceptional interpersonal abilities; effective team player; responsive and collaborative across divisions
Meticulous and resourceful, with excellent organizational and project management skills
Self-starter with the ability to work independently and see projects through from start to finish
Exceptional multitasking skills, with a strong sense of urgency and the ability to prioritize competing deadlines
Preferred
Trust accounting experience preferred but not required
Experience in banking or financial services, especially with high-net-worth clients, 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