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Ultimus Fund Solutions

Engaged Employer

Generally Good Place to Work - Shareholder Services Specialist II Ultimus Fund Solutions Employee Review

4.0
Jun 13, 2024
Recommend
CEO approval
Business Outlook

Pros

Great team to work with.

Cons

Some newer management making changes that aren't well received.

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Ultimus Fund Solutions Response
1y
Thank you for sharing your feedback. We are happy to hear about your team and at Ultimus we place a high priority on positive team culture. We encourage all our associates and managers to keep open communication and discuss issues as they arise, additionally HR coordinates roundtables throughout the year to share ideas and discuss concerns. 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

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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