Trust Operations Manager

Full Time | Onsite

Summary:

The Trust Operations Manager leads a team responsible for delivering comprehensive operational support within the Bank of Ann Arbor Trust & Investment Group. This role encompasses daily operations as well as oversight of key business initiatives and projects.

Essential Duties and 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.

• 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.
• Trust accounting experience preferred but not required.
• Experience in banking or financial services, especially with high-net-worth clients, preferred.
• 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.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. At times, there could be periods of work induced stress and extended hours. The employee must occasionally lift and/or move up to twenty-five pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.