WesBanco

Executive Administrative Assistant - Trust Administration WHE

WesBanco  •  Wheeling, WV (Onsite)  •  1 month ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Support position with strong communication and organizational skills. Under general supervision, but following established policies and procedures, provides secretarial and administrative support to WesBanco Trust Investment Services (WTIS) officers including written correspondence, filing, and other administrative duties. This position will be supporting the executive management of WTIS and Wealth Management.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Interpersonal skills with co-workers, supervisors and clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Proficient in Microsoft Office products including Excel, Word and Outlook, and web-based applications and other software including AddVantage Trust Accounting System.

Prepare and review a wide range of reports to be utilized by Senior Management, clients, and internal partners.

General administrative duties including, but not limited to: scanning, copying, filing and preparing correspondence. Completing other duties as assigned

Prepares and updates information for various meetings including the Trust Review, Trust Committee and Board of Directors meeting.

Develop proficiency in Directors Desk to organize the Trust Committee meetings, agendas and books

Prepared incentive and referral reports for leadership and WTIS team members

Assists with the planning of various seminars, internal meetings, and customer events.

Updates various organizational charts, floor plans, phone list & the business continuity plan

Answer phones, take detailed phones messages, directs calls to appropriate area of Wealth Management and handle routine inquiries

Verifies expense reports in appropriate systems

Schedules appointments, luncheons and updating calendars in Outlook

Utilizes internal marketing solutions for sponsorships, donations, event products, etc.

Completes concentration letters for Trust relationships

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Windows based computer skills.

Familiarity with Microsoft Office systems.

Event coordination, logistics for seminars and presentations.

Coordination and preparation of marketing and account review materials.

Ability to write routine reports and correspondence.

Ability to speak effectively before groups of customers or employees of organization.

Qualifications

Associates degree (A.A.) or equivalent from two-year college or technical school preferred

Minimum of four years of increasingly responsible secretarial/administrative experience required.

WesBanco

About WesBanco

With over 150 years as a community-focused, regional financial services partner, WesBanco Inc. (NASDAQ: WSBC) and its subsidiaries build lasting prosperity through relationships and solutions that empower our customers for success in their financial journeys. Customers across our eight-state footprint choose WesBanco for the comprehensive range and personalized delivery of our retail and commercial banking solutions, as well as trust, brokerage, wealth management and insurance services, all designed to advance their financial goals. Through the strength of our teams, we leverage large bank capabilities and local focus to help make every community we serve a better place for people and businesses to thrive.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Wheeling, West Virginia
Year Founded
1870
Social Media