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Ultimus Fund Solutions

Engaged Employer

It's a job - Associate Financial Administrator Ultimus Fund Solutions Employee Review

4.0
Oct 21, 2025
Recommend
CEO approval
Business Outlook

Pros

Good out of college, annual ladder for promotions, 160 hours PTO

Cons

Questionable long-term company outlook, busy seasons can be rough, inconsistent accessibility of training

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Ultimus Fund Solutions Response
3mo
Thank you for your feedback. We are pleased to hear that you find value in our PTO program, as supporting work life balance and associate well‑being is important to us. We are also glad that you recognize the positive career path opportunities available within the organization. Regarding workload, busy periods are an expected part of our industry, but we recognize they can be demanding. We continue to evaluate staffing, process efficiencies, and resource allocation to better support associates during these times. Ultimus provides mandatory training to both managers and associates. Additionally, we have added and continue to add classes that can be found in the Learning section in our database. If you are looking for specific training, we encourage the associates to connect with their manager or HR. We appreciate your feedback, as it helps us identify opportunities for improvement and better support our associates. If you would like to discuss your concerns further, please feel free to reach out to HR at HR@UltimusFundSolutions.com.

Explore other reviews about Ultimus Fund Solutions

5.0
Oct 8, 2025
Recommend
CEO approval
Business Outlook

Pros

I really enjoyed working at Ultimus Fund Solutions.

Cons

There was no process documentation. Everything is word of mouth.

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Ultimus Fund Solutions Response
3mo
Thank you for your feedback. We are pleased to hear that you enjoyed working at Ultimus. We value our associates and our culture, and we remain committed to continuously strengthening both. Regarding processes, we encourage our teams to regularly review and update them as we adapt to change, and will be sure to forward your valuable feedback to the managerial teams. We appreciate you taking the time to share your feedback. If you have any questions or additional concerns, please do not hesitate to contact us at HR@UltimusFundSolutions.com.
4.0
Mar 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Great culture, advancement opportunities, and nice pto package

Cons

Work a lot of hours

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Ultimus Fund Solutions Response
3w
Thank you for sharing your feedback. We’re pleased to hear that you value our culture, advancement opportunities, and PTO offerings, these are areas we intentionally invest in to support our associates’ well being and career growth. In terms of hours worked, as we are an accounting-focused firm in the client service business, we are at times faced with unexpected requests which require additional hours, but in comparison to public accounting or similar work, we do not have mandatory weekends or set mandatory busy season hours. We appreciate the time you spent providing this feedback and if you should have any questions or concerns, please do not hesitate to contact HR@Ultimusfundsolutions.com
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