Client Advisory Associate

Summary: Whittier Trust Company 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. The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts, ensuring the needs of clients and beneficiaries are met. 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 but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts, and following up on client’s requests for purchases, sales, or gifting - Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts - Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of 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 with Client Advisors to maintain 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 Required Qualifications: - Bachelor's degree from an accredited 4-year university - 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 to manage and prioritize multiple projects and 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 such as fee calculations, and other percentage-based 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 Preferred Qualifications: - Industry certification an advantage but not essential - (CTFA or CFP) - Willingness to continue education (CTFA, CFP, MBA) Required Skills: Trust accounting, Investment management Important Skills: Microsoft Office, Communication skills Nice-to-Have Skills: Mathematical calculations, Client service focus, Organizational skills, Attention to detail, Team-oriented Benefits: Medical, dental and vision coverage, 401(k), Life insurance, Paid time off, Wellness Program, Annual bonus, Incentive pay, Equity