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 Trust Officer
Job Classification: Non-Exempt

Job Summary

The Administrative Assistant provides administrative support to the Fairfax Office and supports operational functions of the organization.

Primary Duties and Responsibilities

  1. Provides clerical and administrative support to Trust Officers and Trust Administrators.
  2. Qualifies incoming calls and directs to appropriate staff.
  3. Provides prospects with information on services, provides attorney referrals, and routes qualified prospects to appropriate staff.
  4. Checks staff voicemails and distributes as appropriate.
  5. Generates, proofs, edits, and formats correspondence for Trust Officers and Trust Administrators.
  6. Requests statements from financial institutions for new fiduciary accounts.
  7. Collects and distributes daily mail.
  8. Resolves FedEx, UPS, and USPS concerns and orders shipping supplies.
  9. Maintains inventory of, orders, and restocks office and kitchen supplies.
  10. Sends digital and hard copies of marketing material to prospective clients and Centers of Influence upon request.
  11. Coordinates events, including the preparation and shipping of marketing material.
  12. Monitors and pays bills submitted by clients or beneficiaries.
  13. Coordinates Trust Officer and Trust Administrator schedules.
  14. Maintains contact list for Centers of Influence.
  15. Greets and assists visitors to the office.
  16. Assists with updating corporate documents, forms, and marketing items.
  17. Assists with vault audits.
  18. Performs other duties as assigned.

Required Skills/Abilities

  1. Excellent verbal and written communication skills.
  2. Excellent interpersonal and customer service skills.
  3. Proficient in Microsoft Office Suite or related software.
  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 professional office experience preferred.

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.

Reports To: EVP, Chief Operating Officer, General Counsel
Job Classification: Exempt

Job Summary

The Corporate Counsel, Senior Compliance Officer is responsible for developing and monitoring the organization’s compliance program and ensuring that all activities meet requirements of state and federal regulatory agencies, including the preparation and filing of state and federal regulatory reports. The Corporate Counsel, Senior Compliance Officer also works with Internal and External Auditors and outside consultants to develop and monitor the organization’s risk management program; respond to compliance issues and client complaints; and serve as a liaison between management and regulatory agencies, and Internal and External Auditors on compliance-related issues. This role also works with internal departments to provide advice on various matters as they arise and works to support oversight of the organization’s legal activities.

Primary Duties and Responsibilities
Senior Compliance Officer – MTC and MTC Wealth Management

  1. Conducts compliance and risk management training as mandated by regulations, best industry practices, and as directed by the COO, including but not limited to the following: Policies and Procedures, Bank Secrecy Act, Anti-Money Laundering rules and Red Flags, Information Security, and OFAC monitoring.
  2. Maintains training files for each employee documenting internal and external training courses completed.
  3. Makes periodic reports to the Board of Directors that include but are not limited to the following: SARs filed, compliance findings from testing and validations completed by COO, external audit reports, verification of compliance with monthly and annual reporting (i.e., call reports, year­ end tax reporting, OFAC, etc.), and summary of training activities completed by staff.
  4. Conducts institution-wide risk analyses and presents findings and recommendations to the COO, President/CEO, and the Audit Committee.
  5. Works with external auditors to oversee, manage, and conduct audits of files and processes to verify compliance with internal policies as outlined in the Fiduciary Risk Management Policy.
  6. Manages relationships with regulatory agencies and coordinates regulatory examinations and associated procedures.
  7. Conducts monthly Risk Management Committee meetings with management.
  8. Reviews advertisements, model letters, and articles to ensure compliance with relevant law.
  9. Monitors performance of affiliates and vendors to ensure best execution; and prepares reports to Board.
  10. Submits regulatory federal, state, and agency filings as required by law.
  11. Manages internal audit functions to verify compliance with internal controls and policy.
  12. Performs internal audit of trust accounts for compliance with governing document, applicable law, and company policy.
  13. Updates Audit Plan in consultation with COO.
  14. Presents quarterly reports to the Audit Committee for the oversight of institutional compliance, audit, and risk management.
  15. Monitors administrative functions with key accounts and special needs trusts.
  16. Serves as the institution’s BSA Officer, which includes maintaining BSA program, filing SARs, as needed, and conducting BSA-related training.
  17. Conducts annual agency office risk assessments.

Corporate Counsel

  1. Acts as internal fiduciary counsel to Fiduciary Officers and staff.
  2. Acts as internal counsel on regulatory matters for MTC and MTCWM.
  3. Develops state-specific policies to comply with applicable state law.
  4. Monitors the promulgation of federal and state laws and regulations which may require a change in policy.
  5. Reviews complaint file to ensure complaints are handled in a timely and efficient manner.
  6. Prepares, reviews, and negotiates contracts and agreements with partners and vendors and works with outside counsel as directed.
  7. Completes other legal duties as assigned by the General Counsel.

Required Skills/Abilities

  1. Excellent verbal and written communication skills.
  2. Excellent interpersonal and customer service skills.
  3. Proficient in Microsoft Office Suite or related software.
  4. Excellent organizational skills and attention to detail.
  5. Ability to work independently.

Education and Experience

  1. Bachelor’s Degree in business-related field required.
  2. Juris Doctorate (J.D.) required.
  3. Must be a licensed attorney in good standing in one state.
  4. Minimum seven years of compliance experience with trust and investment firms and associated regulatory agencies.

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, Human Resources
Job Classification: Non-Exempt

Job Summary

The Office Administrator provides support to MTC staff and supports operational functions of the organization.

Primary Duties and Responsibilities

  1. Provides clerical and administrative support to staff, primarily senior staff.
  2. Qualifies incoming calls and directs to appropriate staff.
  3. Reviews website inquiries and provides prospects with information on services, provides attorney referrals, and routes qualified prospects to appropriate person.
  4. Maintains inventory of, orders, and restocks office and kitchen supplies.
  5. Collects and distributes daily mail.
  6. Resolves FedEx, UPS, and USPS concerns and orders shipping supplies.
  7. Sends digital and hard copies of marketing material to remote staff and Reps.
  8. Completes administrative tasks related to TAC, including stamping and saving DDRs.
  9. Processes Corporate Resolution requests for Trust Officers.
  10. Updates scheduled distributions for unitrusts.
  11. Researches correct addresses for statements returned to Trust Operations.
  12. Verifies accuracy of TrustDesk fields for newly opened IMA and IRA accounts.
  13. Completes bill pay and related tasks.
  14. Assists with mass mailing and scanning projects.
  15. Assists with updating account opening documents, fee schedules and other forms.
  16. Assists staff with updating PowerPoints and other marketing items.
  17. Assists with MTC Partner website by creating user accounts and resetting passwords.
  18. Performs other duties as assigned.

Required Skills/Abilities

  1. Excellent verbal and written communication skills.
  2. Excellent interpersonal and customer service skills.
  3. Proficient in Microsoft Office Suite.
  4. Excellent organizational skills and attention to detail.
  5. Ability to multi-task and meet deadlines.
  6. Basic understanding of clerical procedures and systems such as recordkeeping and filing.
  7. Ability to work independently.
  8. Ability to learn and work efficiently in a variety of software programs.

Education and Experience

  1. Associate degree in a business-related field preferred.
  2. Minimum three years of professional office experience preferred.

Physical Requirements

  1. Prolonged periods sitting at a desk and working on a computer.
  2. Ability to lift up to 15 pounds at times.
  3. 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: EVP, Chief Operating Officer
Job Classification: Exempt

Job Summary

The Specialty Asset administrator is responsible for administering specialty assets held in fiduciary accounts, as well as coordinating and monitoring the estate settlement process.

Primary Duties and Responsibilities

  1. Administers specialty assets to include real estate, closely held, oil, gas, minerals, loans and tangible and intangible properties.
  2. Performs sales transactions involving specialty assets.
  3. Performs annual reviews of specialty assets.
  4. Assists with assessing risk and making recommendations to accept, retain or sell assets.
  5. Obtains valuations of specialty assets.
  6. Assists with creating and editing reviewing forms, policies and procedures.
  7. Provides education and support to MTC and Agency offices.
  8. Collaborates with wealth management team members, trust officers, portfolio managers, compliance, legal and other partners as necessary to ensure risks are appropriately analyzed, managed, escalated, and resolved.
  9. Complies with the banks’ policies and procedures for consistent management of real estate activities in alignment with the banks’ fiduciary policies and procedures.

Required Skills/Abilities

  1. Proficient in Microsoft Office and other PC based software applications.
  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.
  6. Ability to multitask efficiently and effectively.

Education and Experience

  1. Bachelor’s Degree or CTFA or CFP preferred.
  2. Minimum three years of experience in trust administration or real estate management 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: Senior Trust Officer/Senior Fiduciary Officer
Job Classification: Exempt

Job Summary

The Trust Administrator provides administrative support to the Fiduciary Team in the daily administration and account maintenance for fiduciary accounts and executes functions in support of Fiduciary administration.
Primary Duties and Responsibilities

  1. Maintains Officer Assignment list.
  2. Coordinates with clients and internal personnel to complete discretionary request submission to TAC.
  3. Conducts Administrative reviews for approval.
  4. Serves as primary True Link Administrator for the Fiduciary team.
  5. Serves as a point of contact for trust inquiries.
  6. Serves as a backup for weekly TAC Agenda assistance.
  7. Manages fiduciary administration of department-wide reports for distribution and review.
  8. Prepares account files.
  9. Collects and prepares all necessary paperwork for client transactions.
  10. Prepares the opening and closing of accounts for review by the appropriate Trust/Fiduciary Officer.
  11. Coordinates tax mailings to outside preparers.
  12. Monitors and pays bills submitted by clients or beneficiaries.
  13. Responds to account inquiries from clients in a timely manner, providing quality customer service by meeting or exceeding the clients’ needs and expectations.
  14. Assists in maintaining current book of business by providing excellent and professional client service.
  15. Provides comprehensive administrative support to Fiduciary Team.
  16. Completes Special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.

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. 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: 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. Certification from ABA or other Trade Association on trust administration and operations (i.e. CTFA) preferred.
  3. Minimum three years’ experience in trust operations, trust administration, or related experience 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 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.