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About the Role

The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. This role is critical in meeting the needs of clients, trust beneficiaries, their advisors, co-fiduciaries, and internal department personnel. The candidate will be a key member of the Client Advisory team, supporting the manager in delivering Whittier Trust’s high-touch service model.

Responsibilities

Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts.
Monitor transactions for completion and accuracy.
Coordinate investment transactions with the Investment Department including monitoring cash balances, transferring sales proceeds, and following up on client requests.
Coordinate the transfer of incoming and outgoing assets for accounts.
Prepare correspondence, Excel spreadsheets, PowerPoint presentations, mass mailings, and marketing materials.
Calculate Unitrust, total return, and other payments to trust beneficiaries.
Coordinate tax-related payment information with the Tax Department and client-directed outside professionals.
Provide information to Client Advisors for annual account reviews.
Organize client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems.
Assist with contact management input, sales, expense, and other internal reports.
Perform special projects and additional tasks as assigned.

Requirements

Bachelor’s degree from an accredited 4-year university.
Industry certification an advantage but not essential (CTFA or CFP).
Willingness to continue education (CTFA, CFP, MBA).
Understanding of trust accounting and/or estate planning concepts preferred but not essential.
Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.
Excellent written and oral communication skills.
Superior organizational skills with the ability to multi-task and manage competing deadlines.
General office administration and clerical experience.
Excellent attention to detail with the ability to exercise independent judgment.
Aptitude to understand and perform basic mathematical calculations.
Ability to learn new processes and programs and desire to grow with the company.
Strong people skills.
Client service focus.
Effective verbal and written communication skills.
High integrity with a diligent work ethic.
Team/people-oriented.
Highly organized with good time management skills.
Meticulous attention to detail.
Valid driver’s license and the ability to travel by airplane.

Skills

Microsoft Office (Word, Excel, PowerPoint)
Trust accounting
Estate planning
Communication (written and oral)
Organizational skills
Multi-tasking
Time management
Attention to detail
Independent judgment
Mathematical calculations
Client service

Location

Western region
Nationally
Local community

Work Type

Full-time

Experience Level

Not specified

Education Level

Bachelor's degree
CTFA
CFP
MBA

Salary/Compensations

$65,000 - $90,000 annually

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Paid time off
Wellness Program
Annual bonus
Incentive pay
Equity

About the Company

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Dedicated professionals provide investment management, fiduciary, philanthropic, and family office services.
The company's founding family’s century-long history of entrepreneurship guides its activities.
Entrusted with private family assets, teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals with a desire to grow and build skills in client service.
The organization is flat, nimble, and attuned to the needs of entrepreneurs and legacy family members.
Corporate culture emphasizes client-focus, collaboration, performance, accountability, family orientation, and long-term career satisfaction.
Low employee turnover is attributed to high engagement and career fulfillment.