Executive Administrative Assistant - Trust Administration WHE - Wheeling, WV

Executive Administrative Assistant - Trust Administration WHE

Location:

Wheeling, West Virginia, United States – 100% in office (Bank Plaza, Wheeling, WV).

Employment Type:

Full‑time (37.5 hours per week).

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 supports the executive management of WTIS and Wealth Management.

Willingness to provide a level of service that clearly differentiates us from our competitors.

• Professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
• Clear, concise, effective written and oral communication skills to express thoughts, ideas, and concepts to management, bank employees, and bank customers in a collaborative and solutions‑oriented manner.
• Strong interpersonal skills with co‑workers, supervisors, and clients.

• Proficient in Microsoft Office products including Excel, Word, Outlook, and Web‑based applications, and other software including Add Vantage Trust Accounting System.
• Prepare and review a wide range of reports for Senior Management, clients, and internal partners.
• Perform general administrative duties: scanning, copying, filing, and preparing correspondence; completes other duties as assigned.
• Prepare and update information for various meetings, including Trust Review, Trust Committee, and Board of Directors meetings.
• Develop proficiency in Directors Desk to organize Trust Committee meetings, agendas, and books.
• Prepare incentive and referral reports for leadership and WTIS team members.
• Assist with planning of seminars, internal meetings, and customer events.
• Update organizational charts, floor plans, phone lists, and the business continuity plan.
• Answer phones, take detailed messages, direct calls to Wealth Management, and handle routine inquiries.
• Verify expense reports in appropriate systems.
• Schedule appointments, luncheons, and update calendars in Outlook.
• Utilize internal marketing solutions for sponsor ships, donations, event products, etc.
• Complete concentration letters for Trust relationships.

• Banking is a highly regulated industry; expected to acquire and maintain proficiency in the Bank's policies, procedures, and applicable laws, rules, and regulations.
• Complete all assigned compliance training in a timely manner.
• Windows‑based computer skills.
• Familiarity with Microsoft Office systems.
• Event coordination and 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 the organization.

• Associate’s degree (A.A.) or equivalent from a two‑year college or technical school preferred.
• Minimum of four years of increasingly responsible secretarial/administrative experience required.