Trust Operations Supervisor

Isabella Bank • Mount Pleasant, MI

22d

About The Position

Coordinate operations function with outside operations provider. Supervise and train operations staff. Keep informed on system enhancements to improve efficiencies. Independently research and resolve processing issues. Keep staff informed about system updates/features. Oversee compliance in operations. Prepare information for annual trust audits. Responsible for vendor management program. Manage proxy system. Responsible for maintenance of account review system and performance system. Review tax reporting. Other duties as assigned.

Requirements

• Bachelors’ Degree required with a major in Finance, Accounting, or Business
• Supervisory experience
• Understanding of securities processing, trust, or brokerage industry.
• Excellent attention to detail
• Proficient in verbal and written communication skills
• Proficient computer skills
• Effectively work as a team member and independently as required

Nice To Haves

• Trust experience preferred.

Responsibilities

• Coordinate operations function with outside operations provider.
• Supervise and train operations staff.
• Keep informed on system enhancements to improve efficiencies.
• Independently research and resolve processing issues.
• Keep staff informed about system updates/features.
• Oversee compliance in operations.
• Prepare information for annual trust audits.
• Responsible for vendor management program.
• Manage proxy system.
• Responsible for maintenance of account review system and performance system.
• Review tax reporting.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level