CURRENT CAREER OPPORTUNITIES

If you are interested in discussing career opportunities with Members Trust Company or would like to apply for an available opportunity, please send your resume to recruitment@memberstrust.com
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Reports To: VP, Senior Fiduciary Officer
Job Classification: Exempt

Job Summary

The AVP, Trust Officer serves as the senior client relationship manager for the daily administration and account maintenance of fiduciary accounts and is primarily responsible for complex estate and trust settlement accounts and administrative matters. The AVP, Trust Officer oversees and guides onsite Trust Administrators in the delegation and execution of administrative tasks and works closely with the Business Development Officer to onboard new relationships and transition clients to the Administrative team.

Primary Duties and Responsibilities

  1. Prepares account files.
  2. Collects and prepares all necessary paperwork for client transactions.
  3. Prepares the opening and closing of accounts for review by the Fiduciary Officer.
  4. Participates in the preparation of client presentation and meeting materials, as needed.
  5. Monitors bill pay submitted by clients or beneficiaries.
  6. Responds to account inquiries from clients.
  7. Prepares annual administrative account reviews for review and approval and works with Fiduciary Officer to resolve exceptions by deadlines.
  8. Assists in maintaining current book of business by providing excellent and professional client service.
  9. Provides administrative direction and answers questions regarding trust document interpretation and administrative risk management.
  10. Reviews documents and works with team members to ensure proper documentation for all discretionary requests from clients.
  11. Works directly with clients as well as external resources i.e., accountants, attorneys regarding trust administrative and settlement matters.
  12. Reacts to various matters and re-prioritizes as appropriate.
  13. Assists in the implementation of procedures, controls and guidelines designed to meet policy requirements, while creating processes and strategies to enhance the overall effectiveness of fiduciary services and the client experience.
  14. Supervises onsite Trust Administrators.

Required Skills/Abilities

  1. Strong knowledge of administrative, operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures.
  2. Strong knowledge of trust, administrative, and risk management principles.
  3. Strong understanding of trust documents and related fiduciary terms.
  4. Ability to articulate the benefits and needs of various types of Trusts to clients.
  5. Ability to effectively interpret and communicate administrative actions to clients.
  6. Ability to effectively work with clients and fiduciary administrators in a team environment.
  7. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

  1. Bachelor’s Degree in business-related field required.
  2. Certification from ABA or other trade group in trust administration, estate planning, and/or operations (i.e. CTFA) required.
  3. Minimum ten years of experience in trust and investments administration required.

Physical Requirements

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

Reports To: VP, Senior Fiduciary Officer
Job Classification: Exempt

Job Summary

The Senior Trust Administrator serves as the direct client relationship manager in the daily administration and account maintenance of fiduciary accounts. Responsibilities also include working closely with the Senior Fiduciary Officer to settle estates and trusts.

Primary Duties and Responsibilities

  1. Prepares account files.
  2. Coordinates with clients to obtain information and prepare discretionary distribution requests for Trust Administrative Committee.
  3. Collects and prepares all necessary paperwork for client transactions.
  4. Prepares the opening and closing of accounts for review by the Fiduciary 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 review and approval and works with Fiduciary 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 Fiduciary Officer.
  11. Coordinates Fiduciary Officer schedule.
  12. Completes special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.
  13. Works closely with beneficiaries regarding estate settlements and trust settlements.
  14. Coordinates with vendors regarding clearing out personal property from a home and listing the home.
  15. Works closely with Social Security offices regarding Rep Payee duties and administration of Social Security benefits for clients.

Required Skills/Abilities

  1. Working knowledge of fiduciary operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures.
  2. Knowledge of trust, fiduciary, and risk management principles.
  3. Proficient understanding of trust documents and related fiduciary terms.
  4. Ability to articulate the benefits and needs of various types of Trusts to clients.
  5. Ability to effectively interpret and communicate administrative actions to clients.
  6. Ability to effectively work with clients and fiduciary administrators in a team environment.
  7. Proficient in Microsoft Office, Excel and other PC based software applications.

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 five years of experience required in one or a combination of the following: trust and investments administration, legal industry, or estate planning 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.

Reports To: VP, Operations
Job Classification: Non-Exempt

Job Summary

The Trust Service Associate efficiently and effectively completes administrative tasks in the daily support of Trust Operations.

Primary Duties and Responsibilities

  1. Answers incoming calls from trust officers and clients.
  2. Administers department email box to ensure timely response.
  3. Reviews and enters cash disbursements on trust accounting system.
  4. Enters documents into imaging system.
  5. Assists in maintenance of trust accounting system in areas such as address updates, returned statement review, and other account maintenance as needed.
  6. Monitors transactions to help ensure accurate posting.
  7. Provides support to trust officers on operational issues with trust accounting system or questions on pending cash or asset transactions.
  8. Resets passwords for trust accounting system and client-facing web access portal.
  9. Reviews and sends forms for Docusign.
  10. Deposits checks to DDA through DepositEdge.
  11. Completes daily reconciliation of DDA checks.
  12. Runs reports from trust accounting system as needed.
  13. Distributes incoming mail and mails out trust checks.
  14. Archives client files.
  15. Assists in other trust operations tasks as needed.

Secondary Duties and Responsibilities

  1. Opens accounts on TrustDesk according to new account documentation.
  2. Completes assets transfers form, sends out documentation, monitors prompt delivery, and follows up with delivering institution if necessary.
  3. Processes closing of Investment and Retirement accounts including submission of free deliver to Reliance Trust outsourcing, input of wire or ACH for cash distributions, monitors account for delivery, and inputs close date on TrustDesk.

Required Skills/Abilities

  1. Proficiency in Microsoft Office and other PC based software application.
  2. Excellent verbal and written communication skills.
  3. Excellent interpersonal and customer service skills.
  4. Excellent organizational skills and attention to detail.
  5. Basic understanding of clerical procedures and systems such as recordkeeping and filing.
  6. Ability to work independently.

Education and Experience

  1. Associate degree in a business-related field preferred.
  2. Minimum three years of customer service experience required.

Physical Requirements

  1. Prolonged periods sitting at a desk and working on a computer.
  2. Must be able to lift up to 15 pounds at times.
  3. Occasional travel required for meetings, conferences, etc. as requested.