Job Description
Back
WTIS - Retirement Plan Services Officer - Trust Administration TOL
#14-8030
Multiple Locations
Apply
Apply for this job now! Apply
Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be within the Toledo or Findlay market where space is available.
Market
Toledo
Work Hours per Week
40
Requirements
Qualifications
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 accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
* Bachelor's Degree required, a major in Finance, Economics, Marketing and/or Business Administration preferred.
* A minimum of two years of Trust, Retirement Plan Services, or financial related experience preferred.
Certificates, Licenses, Registrations
While not required, various professional certifications support the ability to successfully fill this position, i.e. CRSP, CRPP, CFP, CPA, APA, APR, QKA, QPA, QKS, and CPC.
Technical Skills
* Proficiency in Microsoft Office Products including Word, Excel, Outlook and PowerPoint.
* Adept at virtual conferencing systems.
Other Skills and Abilities
* Excellent communication skills - both written and verbal.
* Strong interpersonal, relationship management, and customer service skills.
* Ability to retain and develop business and personal relationships.
* Ability to meet with clients and prospects both in person and virtually.
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Ability to write reports, business correspondence, and procedure manuals.
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Ability to work with mathematical concepts such as probability and statistical inference.
* Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Ability to operate in a team environment with the capability to provide coverage for other team members
* Ability to travel throughout the WesBanco footprint as needed including. overnight stays as needed
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Description
Summary
Administer assigned accounts within prescribed guidelines. Prompt response to customer inquiries and requests. Advise clients concerning the design and administration of employer sponsored retirement plans. Participates in client meetings (in person and virtual), including retirement plan account reviews, employee education meetings, business development meetings, internal presentations, etc.
Essential Function
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.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Administers client accounts, including IRA's, 401k's, 403b's, pensions, etc.
Administers a full and varied account load.
Advises clients concerning the design and administration of employer sponsored retirement plans.
Advises clients on individual retirement accounts and retirement planning.
Meets with clients (in person and virtual).
Participates in retirement plan account reviews and employee education meetings.
Prepares and submits required government reports.
Keeps up to date on employer sponsored retirement plans and IRA planning and administration procedures and applicable laws and regulations.
Prospects and develops potential new business while developing and working with internal business partners.
Accounts for key trust relationships.
Exhibits strong leadership and accountability for effective communication and direction.
Considers and effectively manages the risks associated with business objectives and activities.
Operates with moderate independence and resolves complaints and problems within established policies and procedures.
May be assigned special projects and limited supervisory responsibilities.
Full-Time/Part-Time
Full-time
Area of Interest
Trust/Investments
All Locations
Bowling Green, Ohio, United States
Toledo, Ohio, United States
Findlay, Ohio, United States
Fostoria, Ohio, United States
Maumee, Ohio, United States
Sylvania, Ohio, United States
Oregon, Ohio, United States
Perrysburg, Ohio, United States
Show more
WesBanco is an Equal Opportunity, AA Employer. EOE/Minority/Female/Disabled/Veteran
