What are the responsibilities and job description for the Executive Administrative Assistant - Trust Administration WHE position at WesBanco?
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Bank Plaza, Wheeling, WV.
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Summary
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.
,
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.
,
Summary
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.
,
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.