Administrative Assistant - Securities Administration Job at WesBanco Bank, Inc.
SUMMARY:
The Administrative Assistant is responsible for providing support services for assigned Financial Advisor(s) in defined territory. Duties include administrative tasks, business processing, customer service interaction, client prospecting, and appointment scheduling for the advisor. The Administrative Assistant's role is essential to maintaining and expanding the advisor's business.
LOCATION:
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Elm Grove, WV.
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 management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to interact professionally with representatives of the bank and other line of business representatives.
Must possess strong work ethic, problem solving skills, ability to multi-task.
Ability to maintain attention to detail.
Ability to maintain confidentiality.
Ability to handle workload pressure and deadlines.
Possess positive attitude to support, protect, schedule and manage the advisor’s time is crucial in this position.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Answers incoming calls, handling requests or directing to appropriate parties.
Maintains and establishes all customer files.
Promotes the sales culture by demonstrating ability to sell and cross-sell the Bank’s products and services in order to reach individual and team sales goals.
Reviews and processes paperwork. Tracks all written business. Sends required documents, updates, and other correspondence to clients.
Processes and monitors all account transfers.
Handles customer inquiries. Manages client requests for distributions on accounts, or service issues as needed.
Prepares prospecting letters to clients on behalf of the advisor.
Participates in seminars, branch training and community events in support of Securities
Calls existing clients, prospects, and referrals to confirm client meetings and set Advisor’s schedule. Overcomes objections when seeking appointments.
Other duties may be assigned.
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.
Proficiency in Microsoft operating systems including Word, Outlook and Excel.
Possess accurate keyboard and typing skills.
Insurance license – State Life & Health preferred
Series 6 or 7, and 63 and 65 or 66 preferred
Ability to meet with clients to process administrative paperwork.
High School Diploma or GED
Associate or Bachelor Degree preferred.
Understanding of core investment products, including mutual funds and fixed and variable annuities preferred.
Minimum of one year of experience in the financial industry with a fundamental understanding of bank services and operations preferred.
Scheduling and/or sales experience desired.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Please Note :
apexdining.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, apexdining.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
The Administrative Assistant is responsible for providing support services for assigned Financial Advisor(s) in defined territory. Duties include administrative tasks, business processing, customer service interaction, client prospecting, and appointment scheduling for the advisor. The Administrative Assistant's role is essential to maintaining and expanding the advisor's business.
LOCATION:
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Elm Grove, WV.
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 management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to interact professionally with representatives of the bank and other line of business representatives.
Must possess strong work ethic, problem solving skills, ability to multi-task.
Ability to maintain attention to detail.
Ability to maintain confidentiality.
Ability to handle workload pressure and deadlines.
Possess positive attitude to support, protect, schedule and manage the advisor’s time is crucial in this position.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Answers incoming calls, handling requests or directing to appropriate parties.
Maintains and establishes all customer files.
Promotes the sales culture by demonstrating ability to sell and cross-sell the Bank’s products and services in order to reach individual and team sales goals.
Reviews and processes paperwork. Tracks all written business. Sends required documents, updates, and other correspondence to clients.
Processes and monitors all account transfers.
Handles customer inquiries. Manages client requests for distributions on accounts, or service issues as needed.
Prepares prospecting letters to clients on behalf of the advisor.
Participates in seminars, branch training and community events in support of Securities
Calls existing clients, prospects, and referrals to confirm client meetings and set Advisor’s schedule. Overcomes objections when seeking appointments.
Other duties may be assigned.
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.
Proficiency in Microsoft operating systems including Word, Outlook and Excel.
Possess accurate keyboard and typing skills.
Insurance license – State Life & Health preferred
Series 6 or 7, and 63 and 65 or 66 preferred
Ability to meet with clients to process administrative paperwork.
High School Diploma or GED
Associate or Bachelor Degree preferred.
Understanding of core investment products, including mutual funds and fixed and variable annuities preferred.
Minimum of one year of experience in the financial industry with a fundamental understanding of bank services and operations preferred.
Scheduling and/or sales experience desired.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Please Note :
apexdining.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, apexdining.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.