Trust Administrative Assistant II

Peoples Bancorp Inc.
Marietta, OH
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.
* Medallion stamp certified.
* 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.
* 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.
* Ensure paperwork gets to cold storage system.
* Will perform special projects as assigned.

Education, Experience and Job Skills:

* Associate 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.
* Self-motivated individual with effective office Administration skills

Basis Qualifications:

* Able to provide proof of COVID 19 vaccination or valid exemption documentation
* High School Diploma/GED required.
* Two years of experience working in a financial services environment required.

Equal Opportunity Employer M/F/Disabled/Vet;

For inquiries regarding employment with Peoples Bank, email humanresources@pebo.com.

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Average Salary For An Administrative Assistant In Marietta, OH

Average Administrative Assistant Salary
$31,000
$20,000
10 %
$31,000
Median
$48,000
90 %

How much does an administrative assistant make in Marietta, OH?

The average administrative assistant in Marietta, OH earns between $20,000 and $48,000 annually.This compares to the national average administrative assistant range of $26,000 to $42,000.

Do you work as a Administrative Assistant

What are the top employers for Administrative Assistant in Marietta, OH?

Peoples Bank

F & B

Top 2 Administrative Assistant companies in Marietta, OH

  1. Peoples Bank

  2. F & B

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