Trust Operations Manager

Bank of Ann Arbor•Ann Arbor, MI

33d•Onsite

About The Position

The Trust Operations Manager will lead a team that provides operational support within the Bank of Ann Arbor Trust & Investment Group. This includes day-to-day support as well as ownership of key business initiatives and projects.

Requirements

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.

Nice To Haves

Trust accounting experience preferred, not required.
Experience in banking or financial services, particularly with High Net Worth segment preferred.

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.