Top 28 Fiduciary Jobs in West Virginia

Trust Solutions Advisor
United Bank —Charleston, WV
- Full-time
- Office
- Master's degree
- Bachelor's degree
Executive Director, West Virginia Water Development Authority
State of West Virginia —Kanawha County, WV
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Mentoring
Occupational Therapist Per Diem
Valley Health —Berkeley Springs, WV
- $33.50 - $50.26 an hour
- Part-time
- Doctoral degree
- Hospital
- Computer literacy
- Wellness program
- Health savings account
Associate Vice President of Finance & Assistant Treasurer
West Virginia University Foundation —Morgantown, WV
- Full-time
- CPA
- Word processing
- Computer literacy
Private Banker Officer - Private Banking MOR
WesBanco Bank, Inc. —Morgantown, WV
- Call employer
- Microsoft Excel
- Microsoft Outlook
- Finance
18h
Team Leader, OT, PT & SLP - Full Time
Valley Health —Berkeley Springs, WV
- $39.92 - $59.89 an hour
- Full-time
- Doctoral degree
- Computer literacy
- BLS Certification
- Wellness program
- Health savings account
Vascular Surgeon -- Vascular Center of Excellence -- Heart & Vascular Center
CAMC Health System —Charleston, WV
- Full-time
- Medicine
- Surgery
- Hospital
Electrophysiology Cardiology -- Electrophysiology -- Memorial-MSOB
CAMC Health System —Charleston, WV
- Overtime
- Hospital
- Senior level
- Cardiology
Trauma Surgeon -- Trauma Surgery -- Outpatient Surgery Center
CAMC Health System —Charleston, WV
- Overtime
- Surgery
- Hospital
- Customer service
Breast Surgeon -- General Surgery -- Memorial-MSOB
CAMC Health System —Charleston, WV
- Overtime
- Medicine
- Surgery
- Hospital
Electrophysiology Cardiology -- Electrophysiology -- Memorial-MSOB
Mon Health —Charleston, WV
- Overtime
- Hospital
- Senior level
- Cardiology
Vascular Surgeon -- Vascular Center of Excellence -- Heart & Vascular Center
Mon Health —Charleston, WV
- Full-time
- Medicine
- Surgery
- Hospital
Acute Emergency General Surgeon -- General Surgery -- Memorial-MSOB
CAMC Health System —Charleston, WV
- Full-time
- Acute care
- Medicine
- Surgery
Trauma Surgeon -- Trauma Surgery -- Outpatient Surgery Center
Mon Health —Charleston, WV
- Overtime
- Surgery
- Hospital
- Customer service
Breast Surgeon -- General Surgery -- Memorial-MSOB
Mon Health —Charleston, WV
- Overtime
- Medicine
- Surgery
- Hospital
Surgeon Pediatric -- CAMC Pediatric Surgery -- WCH-MSOB
CAMC Health System —Charleston, WV
- Overtime
- Medicine
- Doctoral degree
- Surgery
Acute Emergency General Surgeon -- General Surgery -- Memorial-MSOB
Mon Health —Charleston, WV
- Full-time
- Acute care
- Medicine
- Surgery
Speech Pathologist - Full Time First Shift
Valley Health —Romney, WV
- $33.50 - $50.26 an hour
- Full-time
- Computer literacy
- BLS Certification
- Inpatient
- Wellness program
- Health savings account
Surgeon Pediatric -- CAMC Pediatric Surgery -- WCH-MSOB
Mon Health —Charleston, WV
- Overtime
- Medicine
- Doctoral degree
- Surgery

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Executive Director, West Virginia Water Development Authority
State of West Virginia —Kanawha County, WV
Industry Expertise: Proven experience in public infrastructure financing, municipal utilities, economic development, or state government operations.
$120,000 - $140,000 a year
Registered Nurse
WVUH West Virginia University Hospitals —Morgantown, WV
Current Registered Nurse license issued by the state in which services will be provided or current multi-state Registered Nurse license through the enhanced…
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Investment Analyst, IG Credit Research
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Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection…
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Trust Solutions Advisor

United Bank -
Charleston, WV

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Bachelor's degree
Fiduciary duties

Full Job Description

ROLE OVERVIEW:
The Trust Officer is responsible for managing and administering a complex book of fiduciary relationships - primarily personal trusts, estates, IRAs, custody, escrow, and related accounts. In this role you will lead client relationships, exercise fiduciary discretion with sound judgment, mitigate risk, and partner across the wealth management team to deliver integrated solutions and grow relationships.

PRIMARY RESPONSIBILITIES:

Apply deep technical expertise to administer complex trusts and exercise fiduciary discretion consistent with governing documents, applicable law, and policy.
Serve as the primary client contact on all trust matters and own end-to-end administration for each relationship.
Assess and manage risk across your book of business; escalate issues promptly and adhere to fiduciary policies, procedures, and risk appetite.
Partner with Fiduciary Wealth Advisors, Portfolio Managers, and Internal Legal Strategists to design and implement trust solutions that meet client goals.
Identify opportunities to deepen existing relationships and originate new ones through exceptional service and consultative problem-solving.
Deliver superior client service: understand family dynamics, distribution needs, and long-term objectives; propose practical, document-aligned solutions.
Coordinate with internal partners (Market Leadership, Fiduciary Leadership, Legal Compliance) to resolve issues, deliver timely service, and expand relationships.
Lead the new-account process: review and validate documents; ensure proper funding; open accounts with correct coding for statements, proxies, investments, and tax; confirm beneficiary data; secure fee agreements; and monitor terminations and distributions through closure.
Conduct ongoing account oversight: cash management, distributions, approvals, overdrafts, bill payments, and exception clearing; troubleshoot and resolve discrepancies.
Prepare and present discretionary requests to the Wealth Management Committee, document rationales and outcomes.
Oversee periodic administrative and investment reviews; collaborate with Portfolio Managers to confirm alignment with trust terms and client objectives.
Maintain regular contact with current and remainder beneficiaries; educate stakeholders and capture future business opportunities.
Support market growth: join client/prospect meetings as a subject-matter expert; contribute to proposals and presentations.
Serve as a fiduciary resource and mentor to Fiduciary Wealth Advisors, Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support training.
Stay current on federal and state trust/estate law, tax developments, and industry standards; implement changes into practice.
Uphold internal control standards; remediate audit and exam findings on time and document corrective actions.
Promote an inclusive, client-first culture that reflects the United Bank’s brand and values.
Complete other related duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:

Bachelor’s degree required, Juris Doctor (JD) or Master’s degree preferred.
Minimum seven (7) years administering fiduciary accounts or related legal/business experience in financial services, including technical trust and planning work.
CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment required.
Strong interpersonal skills.
Ability to present situations and resolutions effectively.
Ability to travel as business needs arise, some travel may require overnight stay.
Ability to read and interpret legal documents.
Excellent oral and written and communication skills.
Proficiency in Microsoft Office products
Ability to provide attentive and compassionate client service.
Ability to represent the Bank in a professional manner consistently.
Strong organizational skills and detail oriented
Ability to handle multiple tasks simultaneously.
Excellent customer service skills

KEY COMPETENCIES:

Client relationship building
Consultative professionalism
Effective account management and execution
Regulatory compliance focused.
Sound judgement and decision-making.
Coaching and team mentorship

Essential Functions:

Sit converse and exchange information for extended periods.
Review and synthesize documents and data accurately.
Ability to travel automobile/air when needed.

This job description is not intended to be all-inclusive, and the employee will also perform other duties as assigned. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Apply Now

Refine Your Search

fiduciary jobs in west virginia

Trust Solutions Advisor

Executive Director, West Virginia Water Development Authority

Occupational Therapist Per Diem

Associate Vice President of Finance & Assistant Treasurer

Private Banker Officer - Private Banking MOR

Team Leader, OT, PT & SLP - Full Time

Vascular Surgeon -- Vascular Center of Excellence -- Heart & Vascular Center

Electrophysiology Cardiology -- Electrophysiology -- Memorial-MSOB

Trauma Surgeon -- Trauma Surgery -- Outpatient Surgery Center

Breast Surgeon -- General Surgery -- Memorial-MSOB

Electrophysiology Cardiology -- Electrophysiology -- Memorial-MSOB

Vascular Surgeon -- Vascular Center of Excellence -- Heart & Vascular Center

Acute Emergency General Surgeon -- General Surgery -- Memorial-MSOB

Trauma Surgeon -- Trauma Surgery -- Outpatient Surgery Center

Breast Surgeon -- General Surgery -- Memorial-MSOB

Surgeon Pediatric -- CAMC Pediatric Surgery -- WCH-MSOB

Acute Emergency General Surgeon -- General Surgery -- Memorial-MSOB

Speech Pathologist - Full Time First Shift

Surgeon Pediatric -- CAMC Pediatric Surgery -- WCH-MSOB

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