AVP-Operations Unit Supervisor

Position Summary

The Operations Unit Supervisor is responsible for the set-up and maintenance and reporting of client fees.

Primary Responsibilities

• Manage small team (3-4 Clerks) of the Fee Unit.
• Develop procedures for setting up and maintaining client fee records on the trust accounting system (Global Plus).
• Audit new fee set-up submissions received from client facing front office.
• Prepare fee reports for senior management team.

Desired Experience

• Minimum of 5 years’ experience with a trust accounting systems, preferably Global Plus, in an operations role.
• Minimum 5 years’ experience as a supervisor.
• Demonstrated experience developing procedures and documentation for both an Operations Department and Front Office personnel.
• Demonstrated ability to work with others including some management and training experience.
• Individual must be a self-starter with the ability to exercise independent judgment.
• Superior organizational and communication skills.
• Ability to adapt quickly to rapidly changing assignments & priorities and to work in a multi-tasking environment needed to perform job successfully.
• The capability to manage and prioritize complex projects with sometimes conflicting deadlines.
• Must have excellent computer skills with knowledge and experience in All Microsoft Office Suites including Word, Excel and Outlook programs.

Personal Characteristics

• Strong people skills.
• Effective verbal and written communication skills.
• High integrity with a diligent work ethic.
• Team/people oriented.
• Hightly organized with good time management skills.
• Meticulous attention to detail.

Desired Education

Bachelor’s degree (B.A) from a four-year college or university, preferred not essential.

Compensation

• Base salary range $100,000 - $140,000 annually.
• Salary may vary depending on job-related factors including, but not limited to, skills and experience.
• Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program.
• Annual bonus, incentive pay and/or equity may also apply depending upon the role.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.