Isabella Bank · 1 month ago
Trust Operations Supervisor
Isabella Bank is a financial institution focused on wealth management, and they are seeking a Trust Operations Supervisor. The role involves coordinating operations with external providers, supervising staff, ensuring compliance, and managing vendor relationships.
AgricultureFinancial ServicesInsuranceReal Estate
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
Qualification
Required
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
Preferred
Trust experience preferred
Company
Isabella Bank
Isabella Bank is a financial services company that provides online, mobile, text, and community banking to each of its communities.
Funding
Current Stage
Growth StageTotal Funding
$30M2021-06-17Debt Financing· $30M
Leadership Team
Recent News
MarketScreener
2026-01-06
2026-01-05
2025-10-10
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