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
Equal Opportunity Employer | E-Verify Employer


Reports To: Senior Trust Administrator
Job Classification: Non-Exempt

Job Summary

The Administrative Assistant provides support to Trust Administrators and Trust Officers in the daily administration and account maintenance for fiduciary accounts.

Primary Duties and Responsibilities

  1. Provides comprehensive administrative support to Trust Administrator and Trust Officers.
  2. Coordinates with clients to obtain information to prepare Discretionary Memoranda for Trust Administrator or Trust Officer review.
  3. Monitors and pays bills submitted by clients or beneficiaries.
  4. Prepares account files and completes file maintenance.
  5. Responds to account inquiries from clients in a timely manner, providing quality customer service by meeting or exceeding the clients’ needs and expectations.
  6. Coordinates tax mailings to outside preparers.
  7. Coordinates Trust Administrator and Trust Officer schedules.
  8. Completes special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.
  9. Handles tracking and initiating inventory and accountings with the courts regarding estate settlements.
  10. Manages fiduciary administration of department-wide reports for distribution and review.
  11. Assists in maintaining current book of business by providing excellent and professional client service.
  12. Performs other duties as assigned.

Required Skills/Abilities

  1. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
  2. Excellent verbal and written communication skills.
  3. Excellent interpersonal and customer service skills.
  4. Excellent organizational skills and attention to detail.
  5. Ability to work independently.

Education and Experience

  1. High School Diploma required.
  2. Minimum three years of professional office experience required.

Physical Requirements

  1. Regular in-office attendance.
  2. Prolonged periods sitting at a desk and working on a computer.
  3. Occasional travel required for meetings, conferences, etc. as requested.

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

Job Summary

The AVP, Fiduciary Officer serves primarily to support the fiduciary team on various administrative matters such as the completion of discretionary requests, review of new accounts for acceptance to proactively mitigate fiduciary risk exposure to the Company, development and execution of internal administrative processes, and client and attorney interactions as needed. The role also serves as a secondary relationship manager to assigned Members Trust Company (MTC) trust offices and as a relationship manger on select MTC-direct accounts. This position works closely with the VP, Senior Fiduciary Officer and other team members within the Company.

Primary Duties and Responsibilities

  1. Supports the Senior Fiduciary Officer team with various administrative matters.
  2. Administers an existing book of MTC-direct business in compliance with fiduciary policies and procedures.
  3. Assists the VP, Senior Fiduciary Officer in monitoring fiduciary administrators managing their book according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met.
  4. Assists in providing fiduciary direction and answers questions regarding trust document interpretation and fiduciary risk management.
  5. Reviews documents and works with team members to ensure proper documentation for all discretionary requests from clients.
  6. Prepares discretionary documents for Trust Administrative Committee presentment.
  7. Confers directly with clients as well as external resources i.e., accountants, attorneys regarding trust administrative matters, as needed.
  8. Reacts to various matters and re-prioritizes as appropriate.
  9. 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.

Required Skills/Abilities

  1. Ability to effectively work with fiduciary administrators, team leads and Fiduciary Team Managers in a team environment.
  2. Demonstrated working knowledge of fiduciary, operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures.
  3. Extensive knowledge of trust, fiduciary law, and federal regulations in a risk management role.
  4. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
  5. Excellent verbal and written communication skills.
  6. Excellent interpersonal and customer service skills.
  7. Excellent organizational skills and attention to detail.
  8. Ability to work independently.
  9. Ability to multitask efficiently and effectively.

Education and Experience

  1. Bachelor’s Degree in business-related field required.
  2. Juris Doctorate, Certified Trust and Financial Advisor (CTFA) or similar designation preferred.
  3. Minimum five years of experience required in one or a combination of the following: relationship management, financial, trust, or legal industry.

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 Portfolio Manager
Job Classification: Non-Exempt

Job Summary

The Investment Assistant supports the Investment Team. This role also provides administrative support to Members Trust Company’s Financial Advisors and Trust Officers, as well as assists with client related inquiries and projects.

Primary Duties and Responsibilities

  1. Assists in developing, customizing, and streamlining potential Client Investment Proposals.
  2. Provides Financial Advisors with account opening paperwork such as account opening booklets, Investment Policy Statements, Fee Schedules, and other forms.
  3. Prepares and sends out Investment Policy Statements.
  4. Designs and updates Morningstar reports and pie charts for complex accounts.
  5. Edits and assists in drafting client correspondence.
  6. Maintains Investment Department’s supply inventory.
  7. Maintains appropriate Financial Advisor/Trust Officer supplies and ships when needed.
  8. Maintains Investment Department’s hard copy and electronic filing systems.
  9. Sends out current prospectuses as needed.
  10. Assists in various weekly committee meetings by adding items to agenda, gathering paperwork, Trust and Investment Committee (TIC) stamping, and saving documents to appropriate locations.
  11. Assists in transitioning hard copy files to electronic files.
  12. Reviews TIC items, Initial Reviews, and other items needed for Investment Department.
  13. Assists in drafting investment marketing materials, i.e., Model Booklets, PowerPoint Presentations, and Newsletters.
  14. Acts as a point of contact on Investment phone inquiries.
  15. Prepares materials for Investment Team client and prospect meetings.

Required Skills/Abilities

  1. Strong computer skills with knowledge of Microsoft Office Suite.
  2. Excellent verbal and written communication skills.
  3. Professional demeanor and ability to professionally communicate and interact with company employees and external parties at any level.
  4. Strong organizational skills and attention to detail.
  5. Excellent customer service skills.

Education and Experience

  1. Bachelor’s Degree in business-related field or working towards degree required.

Physical Requirements

  1. Regular in-office attendance.
  2. Prolonged periods sitting at a desk and working on a computer.
  3. Prolonged periods of bending due to daily filing.
  4. Must be able to lift up to 15 pounds at times.
  5. Occasional travel required for meetings, conferences, etc. as requested.

Reports To: Executive Assistant
Job Classification: Non-Exempt

Job Summary

The Marketing Intern assists with ongoing projects including content development, reporting, and design work.

Primary Duties and Responsibilities

  1. Supports marketing campaigns and key marketing projects.
  2. Performs website content updates.
  3. Designs and updates marketing materials for internal teams using Adobe InDesign.
  4. Designs conference banners/signs and other promotional items.
  5. Schedules and coordinates internal webinars and web conferences.
  6. Provides marketing support to credit union partners as needed.
  7. Assists with email marketing campaigns as needed.
  8. Completes other projects as needed.

Required Skills/Abilities

  1. Strong organizational and communication skills.
  2. Strong graphic design background.
  3. Strong writing skills.
  4. Self-motivated, driven, and able to work independently as well as part of a team.
  5. Willing to adapt to an evolving and agile environment.
  6. Ability to balance/prioritize multiple projects with competing deadlines.
  7. Punctual, detail-oriented, resourceful, and proactive.

Education and Experience

  1. Pursuing bachelor’s degree in related field.
  2. Experience with InDesign and WordPress a plus.
  3. Experience in data analytics and SEO a plus.

Physical Requirements

  1. Prolonged periods sitting at a desk and working on a computer.
  2. Regular in-office attendance required.

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

Job Summary

The Senior 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, as needed.
  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, especially for the more complex accounts in the office.
  11. Coordinates trust officer schedule.
  12. Completes special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.
  13. Works directly with clients, internal partners, and external resources (i.e., accountants, attorneys, and vendors) regarding administrative and settlement matters.
  14. Communicates status of estate settlements and trust settlements to beneficiaries, and communicates effectively with clients through account administration.
  15. Travels to local trust owned properties to handle annual trust property reviews as well as coordinate vendors at properties.
  16. Coordinates all vendors regarding clearing out personal property from a home and listing the home.
  17. Works closely with the DMV office for transferring vehicle titles and requesting original titles.
  18. 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. Strong 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. Juris Doctorate, Master’s Degree in Trust and Wealth Management, or Certification from ABA or other trade group in trust administration and operations (i.e. CTFA) required.
  3. Minimum five 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.

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

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 beneficiaries regarding estate settlements and trust settlements.
  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.

Reports To: AVP, Senior Trust Operations Officer
Job Classification: Non-Exempt

Job Summary

The Trust Operations Specialist I performs transactional posting and other operational functions to process account openings, as well as maintenance and closing of accounts. The role also provides operational support to trust officers.

Primary Duties and Responsibilities

  1. Opens accounts on Trust Desk according to new account documentation.
  2. Completes asset transfer forms, sends out documentation, monitors prompt delivery, and follows up with delivering institution if necessary.
  3. Completes FIS Liquid Office forms, as necessary.
  4. Processes account closings, which includes submission of free deliveries on TrustDesk, verifying that distribution directions conform to the trust instrument, inputting of checks, ACHs, or wires for cash distributions, monitoring account for delivery, and inputting close date on Trust Desk.
  5. Assists in determining the costs basis of assets transferred over and delivers cost basis reports for free deliveries.
  6. Confirms cash availability and initiates cash disbursements by check, ACH, or wire.
  7. Provides support to Trust Officers on operational issues with TrustDesk or questions on pending cash or asset transactions.
  8. Verifies proper authorization and documentation for disbursements entered by account administrators and approves those disbursements as needed.
  9. Resets passwords for Client Point and TrustDesk.
  10. Handles incoming calls and inquiries from clients, Reps, and Trust Officers.
  11. Assists in training new Reps on account opening procedures.
  12. Completes other duties as assigned.

Required Skills/Abilities

  1. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
  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. Bachelor’s Degree in business-related field preferred.
  2. Minimum three years’ related experience required, with financial institution experience preferred.

Physical Requirements

  1. Regular in-office attendance.
  2. Prolonged periods sitting at a desk and working on a computer.
  3. Occasional travel required for meetings, conferences, etc. as requested.