Administrative Assistant - Wealth Compliance

WesBanco Bank, Inc.•Parkersburg, IA

About The Position

The Administrative Assistant – Compliance performs 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 and clear, effective written and oral communication with bank employees and customers. The assistant handles confidential and sensitive information with tact, supports compliance monitoring and auditing, and is expected to learn and follow applicable bank policies, procedures, laws, rules, and regulations and complete assigned compliance training on time.

Requirements

High school diploma or GED required.
High level of proficiency with Microsoft Excel, Word, PowerPoint, and Outlook required.
Excellent verbal and written communication skills.
Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
Ability to work independently with minimal instruction or supervision.
Highly organized, detail-oriented, resourceful, and self-starting problem solver with excellent follow-up skills.
Ability to manage several tasks simultaneously in a fast-paced, challenging, and changing environment.
Ability to handle sensitive and confidential information with tact.

Nice To Haves

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

Responsibilities

Draft correspondence, memoranda, and other documents.
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 with 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 hard-copy or electronic documentation.
Help keep the Compliance share drive organized.
Maintain sensitive information and use tact and confidentiality.
Perform additional duties at the discretion of the Sr Compliance Director – Wealth & Ins.
Acquire and maintain proficiency in bank policies and procedures, follow applicable laws, rules, and regulations, and complete assigned compliance training in a timely manner.