TIS Administrative Support

Job Purpose:

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.

• Responsible for 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.
• Responsible for sorting and distributing mail.
• Execute routine and special mailings for the department (birthday cards, quarterly newsletters, special market mailings, etc.
• Assist with ordering supplies or organization.
• Assist in middle office support hunt group phone coverage.
• Will be responsible for answering calls from clients to support web access issues.
• Assist team with client onboarding new account packets, new client gifts, etc.
• Coordinate department meetings, lunches, events.
• Greet and direct clients to the appropriate team member.
• Assist in gathering information for client meetings.
• Review and assist clients with Medallion Stamp documents.
• Execute annual audit of Medallion Stamp.
• Will complete special projects as assigned.

• 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 frontline client interaction.
• Mail processing, sorting, distribution, and fulfillment.
• Coordination of meetings, calendars, and departmental events.
• Middleoffice 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.
• 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.
• Medallion Stamp certification (or willingness to obtain).

• High School Diploma.
• Medallion Stamp certification (or willingness to obtain).
• Proficient in Microsoft Office Suite (Word, Excel and Outlook).

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 such as student loan and tuition paydown/reimbursement, paid vacation, holidays, and much more.

For full details of our benefits offerings, please visit:

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact  to ask for an accommodation, alternative application process, or other inquiries.