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Members Trust Company Jobs (NOW HIRING)

Fidelity Investments

Trust Officer

Greenville, DE · On-site

Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries. The Team Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust ...

BGM Group

Trust Officer

Sioux Falls, SD · On-site

Trust Officer Cornerstone Private Asset Trust Company, LLC - Sioux Falls, SD Who We Are Cornerstone ... Leadership & Team Collaboration Mentor and support team members on trust and estate products and ...

BGM

Trust Officer

Sioux Falls, SD

Trust Officer Cornerstone Private Asset Trust Company, LLC - Sioux Falls, SD Who We Are Cornerstone ... Leadership & Team Collaboration Mentor and support team members on trust and estate products and ...

Somerset Trust Company

Trust Officer

Somerset, PA · On-site

... members both within the department and within other areas of the bank. The Trust Officer is ... company policies. This role serves as the primary relationship manager for trust clients ...

Somerset Trust Company

Trust Officer

Somerset, PA

... members both within the department and within other areas of the bank. The Trust Officer is ... company policies. This role serves as the primary relationship manager for trust clients ...

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Members Trust Company information

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$124.8K

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How much do members trust company jobs pay per year?

As of Aug 27, 2026, the average yearly pay for members trust company in the United States is $124,835.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $158,500.00 per year, depending on experience, location, and employer.

What is Members Trust Company?

Members Trust Company is a nationally chartered trust and wealth management firm that provides fiduciary services, investment management, and estate planning solutions. Established by credit unions, it serves individuals, families, and institutions by helping them manage and grow their assets. Members Trust Company offers services such as trust administration, retirement planning, and charitable giving strategies, often with a focus on personalized client service and transparency.

What are the main responsibilities of a Trust Officer at Members Trust Company?

As a Trust Officer at Members Trust Company, your primary responsibilities include managing client trust accounts, administering estates, and providing investment guidance in accordance with fiduciary standards. You will regularly interact with clients to address their financial needs, ensure compliance with legal and regulatory requirements, and collaborate with internal teams such as legal, investment, and operations. Your role is essential in building long-term client relationships and delivering personalized solutions, which directly contributes to client satisfaction and the company’s reputation for trustworthiness.

What are the key skills and qualifications needed to thrive as a Trust Officer at Members Trust Company?

To thrive as a Trust Officer at Members Trust Company, you typically need a background in finance, accounting, or law, along with knowledge of trust administration and relevant regulations. Familiarity with trust accounting software, industry compliance systems, and financial planning tools is commonly required. Strong interpersonal skills, discretion, and attention to detail set top performers apart in handling sensitive client relationships. These competencies ensure accurate trust management, regulatory compliance, and exceptional client service, all critical to the company's reputation and client trust.

What is the difference between Members Trust Company vs Trust Officer?

AspectMembers Trust CompanyTrust Officer
CredentialsTypically requires trust and estate certifications, securities licensesRequires trust certifications, securities licenses, and financial background
Work EnvironmentFinancial institutions, trust departments, private banksBanking institutions, trust departments, wealth management firms
Employer & IndustryTrust companies, banks, financial servicesTrust departments within banks, independent trust firms

Members Trust Company and Trust Officers both operate within trust and estate management, often requiring similar certifications and working in financial institutions. While Members Trust Company is a specific entity, Trust Officers are roles found across various firms. The main difference lies in the organizational context, with Members Trust Company being a specific company and Trust Officers being roles within multiple organizations.

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What states have the most Members Trust Company jobs?

States with the most job openings for Members Trust Company jobs include:

What job categories do people searching Members Trust Company jobs look for?

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Members Trust Company jobs near you
Infographic showing various Members Trust Company job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 24% Part Time, 4% Contract, and 1% Nights. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $124,835 per year, or $60 per hour.

Trust Operations Associate - Coral Gables Trust Company

Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Operations Associate

The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.

• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.

• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.

• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.

• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).

• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.

• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.

• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.

• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.

• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.

• 0–2 years of experience in trust operations, banking, financial services, or a related field.

• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.

• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.

• Excellent written and verbal communication skills with a professional, client-service orientation.

• Ability to handle confidential information with discretion and integrity.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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