Trust Manager - Operations jobs in Michigan

Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Trust Operations Assistant
  • Bank of Ann Arbor
  • Ann Arbor, MI FULL_TIME
  • Description

    Who We Are

    It is the mission of Bank of Ann Arbor to be a dynamic, growing and sustainable community bank that is the premier financial institution within the markets it operates; it will be owned by individuals in its markets, managed locally, and responsive to the needs of its communities. The Bank will serve and partner with its customers and communities to achieve their financial goals through high quality products delivered by energized employees and through community service comprised of donations, time, and leadership. Our employees are valued and will work in a culture that invests in their development and rewards their positive contributions. Bank of Ann Arbor is one of the nation’s best financial institutions, serving the Southeast Michigan area for over 25 years.


    What We Offer

    A great place to work! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction.  

    We inspire fresh ideas, bold creativity, and outside-the-box ingenuity by asking, “How can we do banking differently?” We celebrate individual achievement and excellence with proud recognition and upward opportunity.

    We work together in a spirit of “together we can” teamwork, mutual respect, and a unified effort to reach common goals. We work hard but we are fortunate to do it in an atmosphere that’s upbeat and fun. 

    We live our passionate “community commitment” to strengthen, educate, and elevate the prosperity of the communities we’re proud to call home. Our culture has also been positively influenced by our nationally recognized wellness program. Crain's Detroit Business magazine included Bank of Ann Arbor on its list of Healthiest Employers in Southeast Michigan.

    If you like to work with passion and purpose, collaborate, elevate, and celebrate, Bank of Ann Arbor is the place for you. We don’t call ourselves the World’s Best Bankers for nothing.  We are the leaders and best at what we do.

    Comprehensive benefits package to include Medical & Prescription, Dental, Vision, Competitive 401K with match, PTO, Wellness program, Free Banking Products and Dog Days!


     Who You Are

    The Trust Operations Assistant provides day-to-day operational support for asset processing and control, account transfers, processing daily activity, trade execution and settlement, client statement production, and corporate actions. In your role, you will work in a collaborative team environment, supporting departmental and business goals. You provide support for the team in various functions associated with daily processing, ensuring the accurate and timely processing of all requests assigned. 


    Your Role

    1. Initiate and monitor all incoming and outgoing account transfers via ACAT and non-ACAT transfer processes. 
    2. Post transactions from our asset custodian’s daily reports including trade settlement and asset transfers.
    3. Post and deliver cost basis for all incoming and outgoing asset transfers,
    4. Setup and maintain any new assets in the trust accounting system and provide day-to-day operational support for asset valuation updates and security master setup.
    5. Gather, review and verify required documents for completion and accuracy including asset setup, valuations, and corrections.
    6. Document, verify, and process corporate actions that affect client’s securities, such as stock splits and mergers and acquisitions.
    7. Confirms tender offers, redemption notifications and proxy and prospectus are issued to account holders.
    8. Monitor and update corporate actions as necessary.
    9. Prepare and distribute client account statements as needed.
    10. Participate in continuous improvement for our team, assessing current processes and making recommendations for improvements where appropriate. 
    11. Perform other duties as assigned.

    Requirements

    Your Knowledge and Experience

    • High School or GED required, Associates’ Degree Preferred; or equivalent related work experience required.
    • Minimum 2 Years of applicable experience preferred.
    • Knowledge of Trust Operations and securities processing preferred.
    • Requires excellent attention to detail and accuracy; with ability to manage multiple tasks and deadlines.
    • Proficient in Microsoft Office Suite (Excel, Word, etc)
    • Requires strong problem-solving, time management, organizational and data entry skills.
    • Ability to communicate effectively verbally and in writing.
    • Work collaboratively in a team environment to achieve team, department, and overall business goals.

    SUPERVISORY RESPONSIBILITY 

    This position does not have supervisory responsibilities.


    WORK ENVIRONMENT 

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 


    TRAVEL 

    This position does not require travel. 


    POSITION TYPE/EXPECTED WORK HOURS 

    This is a full-time position. Days and hours of work are generally Monday through Friday. There will be occasions which may require extended time or after-hours commitment.


    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 accommodations 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 finger, handle, typing 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. 

    The employee must occasionally lift and/or move up to 25 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. 

  • 1 Month Ago

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Project Manager - Kalamazoo
  • Greenleaf Trust
  • Kalamazoo, MI FULL_TIME
  • What's This Job All About? Provide project management services throughout the project lifecycle. Responsible for project execution while leading a team, or teams, to accomplish specific objectives in ...
  • 1 Day Ago

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General Manager
  • Bluepoint Operations
  • Clarkston, MI FULL_TIME
  • Culver’s is looking for a Restaurant Manager If you have a passion for restaurant industry and desire to serve others, then this job is for you! Our managers oversee it all, ensuring every True Blue C...
  • 11 Days Ago

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Assistant Manager
  • Bluepoint Operations
  • Waterford, MI FULL_TIME
  • Culver’s is looking for a Restaurant Manager If you have a passion for restaurant industry and desire to serve others, then this job is for you! Our managers oversee it all, ensuring every True Blue C...
  • 15 Days Ago

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Assistant Manager
  • Bluepoint Operations
  • Grand Blanc, MI FULL_TIME
  • Culver’s is looking for a Restaurant Manager If you have a passion for restaurant industry and desire to serve others, then this job is for you! Our managers oversee it all, ensuring every True Blue C...
  • 15 Days Ago

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Assistant Manager
  • Bluepoint Operations
  • Fenton, MI FULL_TIME
  • Culver’s is looking for a Restaurant Manager If you have a passion for restaurant industry and desire to serve others, then this job is for you! Our managers oversee it all, ensuring every True Blue C...
  • 15 Days Ago

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Operations Manager
  • Amentum
  • J B P H H, HI
  • **Operations Manager** The Operations Manager will oversee the Management, Repair and Operations of the Defense Logistic...
  • 3/29/2024 12:00:00 AM

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Operations Manager
  • East West Bank
  • El Monte, CA
  • Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and...
  • 3/29/2024 12:00:00 AM

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General Manager - Operations Management (Automotive Sales)
  • Passport Auto Group
  • Washington, DC
  • General Manager/Highly skilled GSM Passport Auto Group, located around Washington, DC. The DC metro is one of the hottes...
  • 3/28/2024 12:00:00 AM

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Operations Manager
  • Transdevna
  • Chicago, IL
  • About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operat...
  • 3/28/2024 12:00:00 AM

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Operations Manager
  • Nesco Resource, LLC
  • Columbus, OH
  • The Operations Manager actively manages the optimization and standardization of the two Columbus warehouses. They are re...
  • 3/28/2024 12:00:00 AM

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General Manager Sales & Operations Manager
  • AAM Competition, LLC
  • Odenton, MD
  • Job Description Job Description At AAM Competition, LLC we are passionate about our vehicles and we are dedicated to pro...
  • 3/28/2024 12:00:00 AM

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Operations Manager
  • West Marine, Inc.
  • North Palm Beach, FL
  • Under limited supervision, assists in achieving the sales goal of the business unit through planning, coordinating and m...
  • 3/27/2024 12:00:00 AM

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Operations Manager
  • Sabert Corporation
  • Greenville, TX
  • Description Description The Plant Operations Manager is responsible for overall process of production at the plant. The ...
  • 3/27/2024 12:00:00 AM

Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$105,250 to $153,081

Trust Manager - Operations in New London, CT
Lori will be responsible for managing operations and compliance in accordance with industry compliance guidelines.
November 27, 2019
Trust Manager - Operations in Orange, CA
Abby is responsible for coordinating the use and efficiency of multiple systems within the Operations and Compliance department.
December 09, 2019
Trust Manager - Operations in Modesto, CA
Responsible for execution of various components of an extensive Asbestos Claims Trust and the management and timely completion of assigned case administration tasks.
December 10, 2019