Top 12 Finance operations occupations Jobs in Milan, Mi

Trust Operations Specialist
Bank of Ann Arbor —Ann Arbor, MI
- Mid-level
- Office
- Bachelor's degree
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Fraud and BSA Assistant Manager
University of Michigan Credit Union —Ann Arbor, MI
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
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Wealth Management Administrative Assistant
COUNTY NATIONAL BANK —Tecumseh, MI
- Microsoft Outlook
- Writing skills
- Research
14d
Senior Vice President, Chief Compliance Officer
Bank of Ann Arbor —Ann Arbor, MI
- Full-time
- 7 years
- Computer literacy
- Writing skills
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Re-Disclosure Specialist
Gold Star Mortgage Financial Group, Corporation —Ann Arbor, MI
- $18 an hour
- Weekends as needed
- Mid-level
- Office
- 3 years
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Experienced financial advisor assistant
Lakewood Wealth Management —Ann Arbor, MI
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Paid time off
Quick Apply
8d
Director – Financial Due Diligence (Quality of Earnings)
Hollywell Partners LLC —United States
- CPA
- 5 years
- Finance
5d

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Advisor, Finance Operations
Cardinal Health —Dublin, OH
Bachelors’ degree in Accounting, Finance, or related field preferred. 4+ years of experience in related field, including but not limited to Finance, Audit, or…
$67,500 - $96,300 a year
Fixed Income Trade Operations Analyst
Capital Group Companies —London, OH
You have a strong understanding of front-to-back investment operations and the interaction between trading, collateral, settlements, accounting, and risk…

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finance operations occupations jobs near milan, mi

Trust Operations Specialist

Bank of Ann Arbor -
Ann Arbor, MI

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Job Details

Qualifications

Regulatory compliance
Direct client contact
Industry knowledge of financial regulations
Trust accounting

Full Job Description

Description:

The Trust Operations Specialist is responsible for the accurate and timely processing of routine trust and asset-related transactions in support of the Trust Operations function. This role serves as a first-line transactional position, executing daily operational activities necessary to initiate, monitor, and complete account and asset transactions. The Trust Operations Specialist works within a structured, rotational assignment model to ensure operational coverage, consistency, and adherence to established procedures. The role supports financial control, client reporting, and regulatory obligations by ensuring transactions are properly processed, documented, reconciled, and reported in accordance with established standards and deadlines.

Key Responsibilities

Process routine asset-related transactions, including electronic receipts, disbursements, collections, and internal asset movements, in accordance with established procedures and deadlines.
Initiate, monitor, and process incoming and outgoing account transfers, including transactions involving external financial institutions.
Perform the initial review of transfer documentation to ensure accuracy, completeness, and proper authorization prior to processing.
Complete cost basis processing and maintenance, including reviewing, importing, and aggregating data from external and internal sources.
Process routine corporation actions and security income activity, including asset adjustments, and consolidation of holdings as required.
Trace and reconcile transactions throughout the business day, identifying, researching, and escalating discrepancies or out-of-balance conditions as appropriate.
Generate and distribute client statements and routine operational reports in accordance with established schedules and controls.
Prepare preliminary operational and transactional reports for review by senior team members.
Support additional operational tasks, projects, or audits as assigned.

Requirements:

Bachelor’s degree in business or equivalent work experience
1-year related experience or 2 years progressive financial processing experience
Familiarity with Trust Operations, including financial and securities industry practices, trust accounting, bank compliance requirements, and applicable regulatory and audit guidelines.
Strong organizational skills, an orientation to detail, accurate transaction processing, and able to detect situations that require analysis prior to processing.
Ability to prioritize responsibilities, problem-solve and work effectively with internal associates as well as occasional client contact.

Physical Demands and Work Environment

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This position is primarily performed in a professional office environment and is largely sedentary in nature. While performing the duties of this position, the employee is regularly required to sit, communicate verbally, hear, and use hands and fingers to operate a computer, telephone, and other office equipment.

The employee may occasionally be required to stand, walk, reach, or lift and move office materials weighing up to 15 pounds. Specific vision abilities required include close vision and the ability to focus on computer screens and written materials.

The noise level in the work environment is generally moderate.

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Refine Your Search

finance operations occupations jobs in milan, mi

Trust Operations Specialist

Fraud and BSA Assistant Manager

Wealth Management Administrative Assistant

Senior Vice President, Chief Compliance Officer

Re-Disclosure Specialist

Experienced financial advisor assistant

Director – Financial Due Diligence (Quality of Earnings)

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