Administrative Assistant - Wealth Compliance

WesBanco Bank•Parkersburg, WV

About The Position

The Administrative Assistant - Compliance is responsible for daily administrative duties for the Broker Compliance area and assists with projects, reporting, and tracking tasks that support the Compliance Department. The role works with minimal instruction or supervision and provides administrative support to the Sr Compliance Director – Wealth & Ins. The position requires a professional demeanor, strong customer service, and clear, effective written and verbal communication with bank employees and customers. The Administrative Assistant maintains sensitive information with tact and confidentiality and is expected to learn and follow applicable bank policies, procedures, laws, rules, and regulations, as well as complete assigned compliance training on time.

Requirements

High school diploma or GED.
High level of proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
Excellent verbal and written communication skills.
Ability to manage several tasks simultaneously in a fast-paced, challenging, and changing environment.
Self-starting, highly organized, detail-oriented, and resourceful problem solver with excellent follow-up skills.
Ability to maintain sensitive information and use tact and confidentiality.
Willingness to acquire and maintain proficiency in bank policies and procedures and comply with applicable laws, rules, and regulations.
Complete all assigned compliance training in a timely manner.

Nice To Haves

Minimum of 2 years of experience working in an office setting assisting with confidential matters.

Responsibilities

Draft correspondence, memoranda, and other documents as needed.
Maintain spreadsheets for employee licenses.
Assist with training modules and training new employees.
Prepare materials and documentation for compliance training.
Research regulatory rules as needed.
Compile information and maintain compliance documents supporting monitoring and auditing activities.
Assist in preparing and organizing compliance training presentations.
Order and maintain sufficient inventory of office supplies and equipment.
Complete special projects assigned by Compliance management.
Gather data and compile reports for management.
Perform general administrative duties, including typing, copying, scanning, and filing.
Assist with producing reports for the Compliance Department.
Assemble compliance materials for monthly Board meeting packages, Risk meetings, and other meetings.
Organize and maintain confidential documentation in hardcopy or electronic form.
Help keep the Compliance shared drive organized.
Perform additional duties at the discretion of the Sr Compliance Director – Wealth & Ins.