Administrative Assistant - Trust Administration MOR

WesBanco Bank, Inc.•Parkersburg, WV

About The Position

The Administrative Assistant provides administrative, computer, communication, accounting, and organizational support to Trust Administration. The role relieves Trust Officers of routine daily administrative duties and handles trust accounting system maintenance and related projects. It requires professional, customer-focused service and effective communication with bank employees and customers. The position supports trust clients and Trust Officers by managing routine inquiries, bill payments, account activity and overdraft follow-up, correspondence, trust-system maintenance, and meeting logistics. It also provides alternate coverage for Trust Officers and general receptionist coverage when needed. The employee must maintain proficiency in applicable bank policies, procedures, laws, rules, and regulations, and complete assigned compliance training on time.

Requirements

  • Associate’s degree or equivalent work experience.
  • Basic accounting background and reconciliation skills.
  • Interpersonal skills for working with co-workers, supervisors, and clients.
  • Excellent verbal, written, and presentation skills, including the ability to define and solve problems.
  • Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
  • Basic math skills and understanding of math methodologies used in budgeting, accounting, and calculations.
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence and speak effectively before groups of customers or employees.
  • Windows-based computer skills.
  • Proficiency with Microsoft Office word processing and spreadsheets.
  • Ability to build and work with Excel spreadsheets, including formulas.

Nice To Haves

  • Administrative Assistant experience preferred.

Responsibilities

  • Receive incoming phone calls, handle routine inquiries, and record details for Trust Officers responding to client needs.
  • Take detailed messages and assist with research for Trust Officer return calls.
  • Review mail and separate routine items.
  • Handle routine bill payments and remittance setup for trust clients.
  • Review overdraft reports and coordinate maintenance with Trust Officers.
  • Review daily account activity and coordinate questions with Trust Officers.
  • Write correspondence in coordination with Trust Officers.
  • Complete trust accounting system maintenance items.
  • Review daily tickler memos and related action items as needed.
  • Coordinate video conferencing, physical conference rooms, and other logistics for client meetings as needed.
  • Provide alternate coverage when a Trust Officer is out of the office.
  • Complete specialized training and administrative tasks, including Discretionary Request Form preparation, Adjustment Form preparation, and Unique Asset Reviews.
  • Cover general receptionist functions when necessary.
  • Acquire and maintain proficiency in bank policies and procedures, comply with applicable laws, rules, and regulations, and complete assigned compliance training in a timely manner.
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