Trust & Wealth Compliance and Reporting Specialist - Marietta - Peoples Bancorp (OH)

Description

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? 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 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024 and 2025
• Newsweek's America's Best Banks 2023 and 2024
• Newsweek's America's Greatest Workplaces 2024 and 2025
• Forbes America's Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021 and 2025
• TIME's America's Growth Leaders 2026 award winner

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, and holidays, and much more. For full details of our benefits offerings, please visit:

Job Purpose:

The Trust & Wealth Compliance and Reporting Specialist supports fiduciary reporting, incentive processing and compliance functions for Trust & Investment Services. This role is responsible for preparing and validating related reports, supporting fiduciary compliance monitoring, and ensuring adherence to applicable federal and state trust regulations, governing instruments, and internal fiduciary policies. The specialist collaborates closely with Trust Operations, Compliance, Risk, Financial Accounting & Reporting, Payroll and Audit to maintain a strong fiduciary control environment and regulatory readiness.

Job Duties:

• Reporting
  • Prepare internal reports including but not limited to business line review, profitability, monthly sales reports and performance coaching summaries.
  • Prepare external reports including but not limited to regulator reporting (Regulation H and R) and certain Securities and Exchange Commission Filings.
  • Process and balance of monthly revenue and expenses. Determine appropriate classification in accordance with guidelines.
  • Prepare monthly commission payroll reports and other monthly performance indicators.
  • Process financial data across multiple systems to calculate incentive pay for commission-based associates.
  • Prepare and maintain consistent reporting for internal and director committees.
  • Assist Trust & Investment Services staff to help build effective workflows and ensure processes are working as designed.
  • Lead the medallion STAMP program working with retail staff to ensure proper coverage, training, audits, stamp allocation, and audits.
  • Assist in preparation of annual budget, forecasting and monitor fluctuations during the year.
  • Assist in maintaining integrity and accurate information of the customer relationship management software.
  • Support and provide back-up coverage to other areas of Trust Operations.
• Compliance
  • Prepare Risk Management Report.
  • Tracking and monitoring brokerage marketing approvals.
  • Monitor exception reports.
  • Maintain procedures, process documentation, and control evidence related to trust reporting and compliance functions. Monitoring for red flags where internal processes are not being followed and work with team to correct.
  • Perform periodic control checks to ensure adherence to fiduciary policies and reporting standards.
  • Support trust governance activities, including committee reporting and fiduciary oversight processes.
• Audits
  • Assist in compilation of documents and correspondence as it relates to audits of the department.
  • Monitor corrective action plans related to trust compliance findings.
  • Will perform special projects as assigned.

Education, Job Skills and Qualifications:

• Bachelor's in finance, accounting, or business management or equivalent work experience
• 3-5 years' experience in brokerage or trust fiduciary services, or financial institution regulatory roles.
• CFIRS, Certified Fiduciary & Investment Risk Specialist required or willingness to obtain.
• Familiarity with brokerage and/or fiduciary regulations.
• Strong knowledge of brokerage and/or fiduciary compliance standards.
• Excellent organizational, analytical and problem-solving skills.
• Proficiency in Microsoft Office Excel and Access and compliance software.
• Strong written and verbal communication skills.
• Reporting and presentation skills
• Ability to consolidate large amounts of information into usable and executable reports
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities while meeting deadlines.
• Team player.

Basic Qualifications:

• Bachelor's in finance, accounting, or business management or equivalent work experience
• 3-5 years' experience in brokerage or trust fiduciary services, or financial institution regulatory roles.
• CFIRS, Certified Fiduciary & Investment Risk Specialist required or willingness to obtain.

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.