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Job Summary

The Trust Administrator provides administrative support to the Fairfax Office Trust Officers in the daily administration and account maintenance for fiduciary accounts, works closely with teammates to settle estates and trusts, and executes functions in support of the Fairfax office.

Primary Duties and Responsibilities

  1. Prepares account files.
  2. Coordinates with clients to obtain information to prepare Discretionary Memoranda for Trust Officer review.
  3. Collects and prepares all necessary paperwork for client transactions.
  4. Prepares the opening and closing of accounts for review by the Trust Officer.
  5. Participates in the preparation of client presentation and meeting materials.
  6. Monitors and pays bills submitted by clients or beneficiaries.
  7. Responds to account inquiries from clients.
  8. Prepares annual administrative account reviews for Trust Officer review and approval and works with Trust Officer to resolve exceptions by deadlines.
  9. Assists in maintaining current book of business by providing excellent and professional client service.
  10. Provides comprehensive administrative support to trust officers.
  11. Coordinates trust officer schedule.
  12. Completes special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.
  13. Works closely with Social Security offices regarding Rep Payee duties and administration of Social Security benefits for clients.
  14. Travels to trust owned properties to handle annual trust property reviews as well as coordinate vendors at properties.
  15. Coordinates all vendors regarding clearing out personal property from a home and listing the home.
  16. Works closely with the DMV office transferring vehicle titles and requesting original titles.
  17. Works closely with Social Security offices regarding Rep Payee duties and administration of Social Security benefits for clients.

Required Skills/Abilities

  1. Proficient in Microsoft Office, Excel and other PC based software applications
  2. Basic understanding of trust documents and related fiduciary terms.
  3. Excellent verbal and written communication skills.
  4. Excellent interpersonal and customer service skills.
  5. Excellent organizational skills and attention to detail.
  6. Excellent time management skills.
  7. Ability to multitask and reprioritize.
  8. Ability to work independently.

Education and Experience

  1. Bachelor’s Degree in business-related field required.
  2. Certification from ABA or other trade group in trust administration and operations (i.e. CTFA) preferred.
  3. Minimum three years of experience required in one or a combination of the following: relationship management, financial, trust, or legal industry.
  4. Financial institution experience preferred.

Physical Requirements

  1. Prolonged periods sitting at a desk and working on a computer.
  2. Occasional travel required for meetings, conferences, etc. as requested.