Administrative Assistant - Wealth Compliance

Posted 2 Days Ago
Be an Early Applicant
Parkersburg, WV, USA
In-Office
Junior
Financial Services
The Role
Provides administrative support to the Wealth Compliance department, including drafting documents, maintaining licensing spreadsheets, organizing confidential records, compiling reports, preparing compliance and training materials, supporting audits and meetings, managing office supplies, and completing special projects. Requires strong organization, communication, confidentiality, attention to detail, and proficiency with Microsoft Office.
Summary Generated by Built In
Job Summary & Responsibilities

SUMMARY:

The Administrative Assistant - Compliance is responsible for the daily administrative duties of the Broker Compliance area as well as assisting with various projects, reporting and tracking tasks. It supports the needs of the organization's functions related to the compliance department. This position works with minimal instruction or supervision. The Administrative Assistant – Compliance will be the assistant to the Sr Compliance Director – Wealth & Ins.

 

CUSTOMER SERVICE SKILLS:

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

 

INTERPERSONAL SKILLS:

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 bank employees and bank customers.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Draft correspondence, memoranda and other documents as needed.

Maintain spreadsheets for employee licenses.

Assist with training modules, training of new employees, etc.

Prepare materials and documentation pertaining to compliance training.

Conduct research as needed on regulatory rules.

Compile information and maintain necessary compliance documents to support compliance monitoring and auditing activities.

Assist in preparation and organization of training presentations on compliance.

Orders and maintains sufficient inventory of office supplies and equipment.

Complete special projects as assigned by Compliance management.

Gather data and compile various reports for management.

Perform general administrative assistant duties including: typing, copying, scanning and filing.

Assist with the production of reporting for the Compliance Department.

Assemble compliance materials for monthly packages for the Board meeting, Risk meetings and other meetings.

Organize and maintain confidential documentation which may be in either hardcopy or electronic copy.

Assist in keeping the Compliance share drive organized.

Ability to maintain sensitive information and have considerable use of tact and confidentiality.

Additional duties at the discretion of the Sr Compliance Director – Wealth & Ins.

 

OTHER REQUIREMENTS:

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.

Excellent verbal and written communication skills.

Requires a self-starting, highly organized, detailed oriented and resourceful problem solver capable of managing several tasks simultaneously in a fast-paced, challenging & changing environment and possessing excellent follow-up skills.

Preferred Qualifications

High school diploma or GED required.

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

High level of proficiency in using Microsoft products including: Excel, Work, PowerPoint and Outlook required.

Skills Required

  • High school diploma or GED
  • Minimum of 2 years of experience working in an office setting assisting with confidential matters
  • High proficiency with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook
  • Excellent verbal and written communication skills
  • Ability to maintain sensitive information with tact and confidentiality
  • Highly organized, detail-oriented, resourceful, and able to manage multiple tasks

WesBanco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WesBanco and has not been reviewed or approved by WesBanco.

  • Healthcare Strength — Medical, dental, and vision options are paired with employer-paid long-term disability and basic life/AD&D tied to salary. Eligibility generally begins the first day of the month after hire, enhancing near-term coverage.
  • Retirement Support — A defined 401(k) match with immediate vesting and auto-enrollment supports long-term savings. Clear eligibility timing and contribution structure make the benefit straightforward to access.
  • Leave & Time Off Breadth — PTO is available for full- and part-time employees, with observation of most Federal Reserve Bank holidays. Some materials also highlight floating holidays and rejuvenation days that broaden time-off options.

WesBanco Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Wheeling, WV
1,481 Employees
Year Founded: 1870

What We Do

Founded in 1870, WesBanco, Inc. (www.wesbanco.com) is a diversified and balanced financial services company that delivers large bank capabilities with a community bank feel. Our distinct long-term growth strategies are built upon unique sustainable advantages permitting us to span eight states with meaningful market share. Built upon our ‘Better Banking Pledge’, our customer-centric service culture is focused on growing long-term relationships by pledging to serve all personal and business customer needs efficiently and effectively. In addition to a full range of online and mobile banking options and a full-suite of commercial products and services, WesBanco provides trust, wealth management, securities brokerage, and private banking services through our century-old Trust and Investment Services department. WesBanco's banking subsidiary, WesBanco Bank, Inc., operates branches and offices in eight states Additionally, WesBanco operates an insurance agency, WesBanco Insurance Services, Inc., and a full service broker/dealer, WesBanco Securities, Inc.

Similar Jobs

Optum Logo Optum

Registered Nurse

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Huntington, WV, USA
160000 Employees
33-59 Hourly

Optum Logo Optum

Registered Nurse - Hospice - Weekends

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Bluefield, WV, USA
160000 Employees
68K-101K Annually

Matador Solutions Logo Matador Solutions

Customer Success Manager

Agency • Digital Media • Legal Tech • Marketing Tech • Social Media • SEO
Remote or Hybrid
3 Locations
50 Employees
75K-95K Annually

Wipfli Logo Wipfli

Manager, Accounting Advisory Services - Nonprofit Industry Clients

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
107K-160K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account