Executive Administrative Assistant - Trust Administration WHE - Wheeling, WV

SUMMARY

Support position with strong communication and organizational skills. Under general supervision, but following established policies and procedures, provides secretarial and administrative support to Wes Banco 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.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

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.

• Proficient in Microsoft Office products including Excel, Word and Outlook, and web-based applications and other software including Add Vantage 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 sponsor ships, donations, event products, etc.
• Completes concentration letters for Trust relationships.

• 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.