WesBanco · 16 hours ago
Trust Officer - Trust Administration WHE
Wheeling, WV
Full-time
Hybrid
Entry, Mid Level
1+ years expWesBanco is a financial institution seeking a Trust Officer to administer and manage trust accounts. The role involves ensuring compliance with laws and internal procedures while providing exceptional customer service and building relationships with clients.
BankingFinanceFinancial Services
Responsibilities
Must be able to read legal agreements and understand trust law and tax law as it relates to client needs and within the scope of training provided by the Bank
Oversees many financial responsibilities for their clients and must have an understanding of the various aspects of taxation, investments, financial planning, accounting and insurance
Works with clients to ensure their comfort and understanding of the processes used by the Bank to ensure prudent accumulation, investment, protection and usage of trust assets
Strives to have a deep understanding and strong connection with clients and interacts with them and their family members for referral opportunities
Strives to build, maintain, and grow a network of professional contacts to leverage for new business opportunities
Seeks to develop/retain trust business from existing account assignments
Administers a full and varied account load
Operates with moderate independence and solves problems/resolves complaints within established policies/procedures
Operates in a team environment with capability to provide coverage for other team members
Supervises processes to ensure accuracy and provides oversight for Junior Officers and Administrative Assistants
Qualification
Required
Bachelor's degree required
Must understand basic estate and trust administration procedures
Must have a general understanding of investments and investment theory
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 bank employees and bank customers
Must be able to communicate professionally and effectively through written and verbal communications with clients and co-workers
Must be able to read legal agreements and understand trust law and tax law as it relates to client needs
Must have an understanding of the various aspects of taxation, investments, financial planning, accounting and insurance
Must be able to operate with moderate independence and solve problems/resolves complaints within established policies/procedures
Must be able to administer a full and varied account load
Must be proficient in Microsoft Office products including Word and Excel
Must possess basic mathematical skills and understand basic mathematical methodologies used in budgeting, accounting and investment performance calculations
Must be able to make sound judgments or conduct the necessary research to make sound judgments in the matters of the financial affairs of clients and their families
Must be familiar with internal policies and procedures and seek guidance from management and various approval committees when appropriate
Preferred
Minimum one year of experience in Trust Administration or related work is preferred
Specialized credentials (CTFA, CPA, JD, CFA, CFP) are preferred
Significant prior legal, accounting or trust and estate administration experience is helpful
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
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