Administrative Assistant - Trust INVM WHE

WesBanco Bank Inc.; Wheeling (WV); On-site; USD 32,000 - 54,000; Full time

Job summary

WesBanco Bank Inc. in Wheeling, WV seeks an organized administrative assistant to support trust officers.

The role includes answering calls, handling messages, and maintaining trust accounting systems, with responsibilities extending to billing, remittance setup, and day-to-day client coordination. Ideal candidates will have an associate degree or equivalent experience, strong Microsoft Office and Excel skills, and excellent verbal, written, and presentation abilities to deliver professional

Qualifications

• Strong interpersonal and client-facing communication abilities.
• Proficient with Microsoft Office and Excel for reports and data entry.
• Ability to handle routine inquiries and organize tasks efficiently.

Responsibilities

• Receives incoming phone calls and records details for Trust Officers.
• Take detailed messages and assist with research for responses.
• Review mail and routine items for processing.
• Handle routine bill payments and remittance setup for trust clients.
• Coordinate maintenance and daily account activity with Trust Officers.
• Write correspondence and complete trust accounting system tasks.

Skills

Interpersonal skills

Verbal communication

Written communication

Presentation skills

Education

Associate's Degree or equivalent experience

Tools

Microsoft Office Suite

Excel (formulas)

Windows OS

Job description

Summary

Key support position with strong computer, communication, accounting and organizational responsibilities. Relieves Trust Officer(s) of daily routine administrative duties as well as handles trust accounting system maintenance issues and maintenance projects.

Essential Function

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.

Essential Duties and Responsibilities

include the following. Other duties may be assigned.

• Receives incoming phone calls, dealing with routine inquiries and recording details for use by Trust Officer in responding to client's needs.
• Take s detailed messages and assist s with research as needed for return phone call s from Trust Officer.
• Review s mail and separate s routine items.
• Handle s routine bill payment s and remittance set up for trust clients.
• Review s overdraft report and coordinate s maintenance with Trust Officer.
• Review s daily account activity and coordinate s questions with Trust Officer.
• Writes correspondence in coordination with Trust Officer.
• Completes trust accounting s system maintenance items.
• Review s daily tickler memo and related action items as needed.
• Coordinat s video conference facilities, physical conference rooms and other logistics related to client meetings as needed.
• Assists with alternate coverage when Trust Officer is out of the office.
• Completes specialized training for administrative tasks (Discretionary Request Form preparation, Adjustment Form preparation, Unique Asset Reviews).
• Cover s general receptionist function when necessary.

Qualifications

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. Successful candidate will have an interest in and understanding of various aspects of personal tax, investments, finance, accounting and insurance.

Computer Skills

• Windows based computer skills.
• Proficiency with Microsoft Office word processing and spreadsheet use.
• Ability to build and work with Excel spreadsheets, including using formulas.

Other Skills and Abilities

• Basic accounting background and reconciliation skills.
• Interpersonal skills with co-workers, supervisors and clients.
• Excellent verbal, written and presentation skills with the ability to define and solve problems.
• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills

Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Associate's Degree or equivalent work experience required.

Administrative Assistant experience preferred.