Trust Administrative Assistant Ii

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 200 banks in the United States with 132 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 and is proud to share over $7 million has been donated to local organizations since its inception.

Some of Peoples Bank recent nationwide accolades:

• American Banker Best Banks to Work For in 2021, 2022 and 2023
• Top Workplaces USA national award in 2022 and 2023
• Newsweek's America's Best Banks 2023

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Job Purpose:

This position will provide administrative support to two or three Trust Administrators. Will assist with compliance, reporting data, correspondence, research, Client, and marketing activities. Responsible for assistance with a variety of tasks related to Trust Fiduciary administrations. Will work as part of a support team focused on exceptional client service.

Job Duties:

• Provide administrative support for two or three Trust Administrators.
• Take client calls and take appropriate action for request.
• Contact clients to schedule appointment(s) and annual reviews.
• Document client related interaction in Contact Relationship Management (CRM) System and maintain publications, reviews, address etc.
• Take action and follow up on routine client requests such as money movement, transfers, and updating client information.
• Will be responsible for monitoring/reviewing Medallion stamped documents for the stamp program.
• Prepare new account paperwork and work with Trust Administrator/Client to obtain signatures.
• Process completed new account paperwork to set up on systems as well as ongoing maintenance.
• Prepare reports, documents, and handouts for upcoming client meetings and presentations as well as monthly and quarterly reporting.
• Send forms out Via DocuSign to Clients for Signatures.
• Follow procedures and checklists for death of client processes.
• Assist with tracking and communicate with scholarship recipients.
• Responsible for the mailing of welcome packets to new accounts.
• Responsible for monitoring and will take corrective action for compliance issues - will escalate to Trust Administrator as needed.
• Initiate and attend weekly touchpoint meetings with Trust Administrator.
• Help with booking reservations, dinners, airfare etc. for client meetings.
• Order flowers or gifts for clients as requested.
• Research miscellaneous account issue and pull others in as needed for review
• Responsible for preparing Contribution and Crummey Notice Letters as well as pay insurance premiums for Irrevocable Life Insurance Trust accounts.
• Assist with phone coverage for team support and Trust Administrators.
• Support assistant team by attending team meetings, testing new technology, back up coverage, and mergers and acquisitions support if needed.
• Monitor supplies and request order with team supervisor.
• Provide backup for processing incoming mail as needed.
• Responsible for being Weblink client contact.
• Oversee document destruction annually based on retention schedules.
• Will assist with Mailings – birthday, Christmas cards, quarterly mailings and special mailings as needed.
• Will perform special projects as assigned.

Education, Experience and Job Skills:

• Associates Degree in business preferred.
• Two years experience working in a financial services environment required.
• Advanced Word, Excel, PowerPoint software and experience at adapting those to particular support needs is required.
• Must consistently produce work with a very high degree of accuracy.
• Flexible in changing priorities and working on multiple projects at once.
• Ability to prioritize work in a multi-task environment is essential.
• Resourceful in finding information and solutions, and able to think ahead to next steps.
• Must possess strong interpersonal, and communication skills, especially over the telephone.
• Must be able to maintain positive experience for clients, and associates, regardless of workload.
• Must have or willing to seek Medallion Stamp Certification.
• Self-motivated individual with effective office Administration skills.

Basis Qualifications:

• High School Diploma/GED required.
• Two years of experience working in a financial services environment required.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries.