TIS Administrative Support

Peoples Bank • Marietta, OH

11d

About The Position

This position is to support the efficient daily operations of the Trust & Investment Services (TIS) teams by ensuring the accurate processing of scanned documents, organization, and creation and workflow management of department forms, communications, and client materials. This role serves as a key administrative and operational resource by providing document management, mail processing, client onboarding support, meeting coordination, and client-facing assistance. The position also supports marketing initiatives, middle-office phone coverage, and regulatory requirements, including Medallion Stamp review and annual audits, while contributing to a positive client experience and assisting with department projects and events.

Requirements

• High School Diploma.
• Experience with document imaging systems for scanning, indexing, and electronic records management.
• Strong attention to detail and accuracy in document handling and review.
• Ability to create, edit, and maintain internal and external forms and documentation.
• Understanding of document control, versioning, and approval workflows.
• Organizational and time‑management skills with the ability to prioritize and multitask.
• Strong verbal and written communication skills, especially telephone communication.
• Professional client service skills, including front‑line client interaction.
• Mail processing, sorting, distribution, and fulfillment.
• Coordination of meetings, calendars, and departmental events.
• Middle‑office operational support and hunt group phone coverage.
• Proficient in Microsoft Office Suite (Word, Excel and Outlook).
• Experience in utilizing Adobe Acrobat software.
• Ability to handle confidential and sensitive client information with discretion.
• Teamwork and collaboration across departments.
• Flexibility to assist with special projects and shifting priorities.
• Medallion Stamp certification (or willingness to obtain).
• Proficient in Microsoft Office Suite (Word, Excel and Outlook).

Nice To Haves

• Forms design, layout, or advanced document editing experience.
• Marketing support experience, including processing requests and coordinating updates.
• Client web access or basic technical troubleshooting support.
• Event planning or coordination experience.

Responsibilities

• Scanning and indexing daily work for TIS team.
• Creating, editing, and maintaining department forms and documentation in accordance with established processes and approval requirements.
• Processing marketing requests and working closely with the marketing team for changes and updates.
• Sorting and distributing mail.
• Executing routine and special mailings for the department (birthday cards, quarterly newsletters, special market mailings, etc.).
• Assisting with ordering supplies or organization.
• Assisting in middle office support hunt group phone coverage.
• Answering calls from clients to support web access issues.
• Assisting team with client onboarding new account packets, new client gifts, etc.
• Coordinating department meetings, lunches, events.
• Greeting and directing clients to the appropriate team member.
• Assisting in gathering information for client meetings.
• Reviewing and assisting clients with Medallion Stamp documents.
• Executing annual audit of Medallion Stamp.
• Completing special projects as assigned.

Benefits

• 401(k) retirement plan with an employer match
• employee stock purchase plan
• various education assistance programs such as student loan and tuition paydown/reimbursement
• paid vacation
• holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED