Operations Associate

Our Mission

We empower credit unions, RIAs and broker dealers to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all of which are focused on helping every client realize their financial aspirations.

With our Main Street values comes Wall Street expertise. We have the full breadth of capabilities expected from large national firms but deliver an unrivaled service experience and relationship that you'd want from a local boutique.

This is a hybrid role based out of Tampa, with an in-office requirement of three days per week.

We are seeking a dynamic Operations Associate to support daily operational activities for Members Trust Company, while working closely with internal partners to deliver accurate, timely, and responsive operational support. Core responsibilities include transaction processing, account maintenance, reconciliations, money movement, documentation, and exception resolution.

This role requires accuracy, sound judgment, timely execution, strong attention to detail, a service-oriented mindset, the ability to communicate clearly, build productive working relationships, and work effectively in a deadline-driven environment while handling confidential financial and account information appropriately.

• Processes daily operational transactions, including deposits, receipts, disbursements, ACH transactions, wire transfers, checks, distributions, and other money movement activity.
• Performs cash, DDA, and account reconciliations, including review and resolution of prior-day activity, same-day activity, returned wires, returned ACH items, and other operational exceptions.
• Posts transactions accurately and timely within the trust accounting system and related operational platforms.
• Supports account opening, account maintenance, asset setup, and account closure activities.
• Reviews operational instructions and supporting documentation for completeness, accuracy, authorization, and processing readiness.
• Monitors account activity to identify and help resolve overdrafts, processing errors, unresolved exceptions, and other control concerns.
• Processes tax-related payments and related postings, including federal withholding payments, as assigned.
• Supports asset transfers, receipts, deliveries, asset marshalling, and related documentation.
• Maintains accurate operational records, procedures, checklists, and supporting documentation in accordance with departmental standards.
• Performs quality control reviews and escalate discrepancies, procedural concerns, or control issues in a timely manner.
• Collaborates with trust officers, relationship managers, wealth advisors, agency offices, and other internal business partners to provide responsive support, strengthen working relationships, and help ensure accurate and timely operational processing.
• Assists with reporting, workflow standardization, process improvement initiatives, system conversion activities, and other duties as assigned.

• Strong attention to detail and commitment to accurate, well-documented work.
• Ability to follow established procedures, apply operational controls, meet processing deadlines consistently, and communicate status or issues clearly to support timely resolution.
• Strong analytical, problem-solving, and exception-management skills.
• Strong written and verbal communication skills, including the ability to ask thoughtful questions, share updates clearly, and support productive working relationships.
• Ability to handle confidential, financial, client, and account information with professionalism and discretion.
• Ability to prioritize work, manage recurring responsibilities, and escalate issues appropriately.
• Comfort working in a collaborative team environment, supporting multiple internal stakeholders, and contributing to a positive, responsive, and solutions-oriented service experience.
• Proficiency with Microsoft Office applications, including Microsoft Excel.
• Ability and willingness to learn trust accounting systems, operational workflows, and fiduciary processing requirements while building practical expertise and contributing to team knowledge.

• High school diploma or equivalent required.
• Bachelor’s degree in finance, accounting, business, economics, or a related field preferred.
• One to five years of experience in financial services, trust operations, banking operations, brokerage operations, custody operations, wealth operations, fund accounting, or a related field preferred.
• Preferred knowledge of trust accounting, fiduciary structures, securities processing, reconciliations, and cash movement.
• Experience with SEI Trust 3000, SEI Wealth Platform, CRM systems, or similar platforms preferred.

• Hybrid role, with regularly scheduled in-office attendance.
• Occasional travel for meetings, conferences, etc.
• Ability to navigate various areas of an…