Pasadena, California, United States · On-site
$75k–$90k/yr
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 f…
Skills: Account Management, Business Development, Trust Accounting, Estate Planning, Microsoft Word
Pasadena, California, United States · On-site
$24/hr–$34/hr
Marketing Statement: TM Claims Service (TMCS) is an independent global claims management firm established in 1987 to provide clients with a broad range of claims related services in the areas of transportation, product l…
Skills: Bilingual Japanese and English, Claims Handling, Negotiation, Insurance Knowledge, Medical Terminology
Pasadena, California, United States · On-site
$33/hr–$50/hr
** Internal Workers – Please log into your Workday account to apply ** Huntington Hospital Employee Login Expectations: This position involves discharge planning interventions with patients/families under the direction o…
Skills: Discharge planning, Case management, Utilization management, Communication, Coordination
Pasadena, California, United States · On-site
$25/hr–$29/hr
Grow Healthy If you are as passionate about helping those in need as you are about growing your career, consider AltaMed. At AltaMed, your passion for helping others isn’t just welcomed – it’s nurtured, celebrated, and p…
Skills: Customer Service, Patient Experience Management, Communication, Problem Solving, Bilingualism
Pasadena, California, United States · On-site
$72k–$80k/yr
This position is in office in Pasadena, Monday - Friday, 5 days a week. Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within t…
Skills: HRIS Administration, Employee Lifecycle Management, Regulatory Compliance, Onboarding, Offboarding
Pasadena, California, United States · On-site
Description Are you looking for a rewarding role in a fast-paced, patient-focused environment where your work truly makes an impact? Join our growing, high-impact practice and become part of a collaborative team dedicate…
Skills: Patient Intake, Vital Signs Monitoring, EMR Documentation, Medical History Recording, Instrument Sterilization
Pasadena, California, United States · On-site
$24/hr–$33/hr
The Patient Service Rep is responsible for positive patient relations, accurate telephone communication, appointment scheduling, patient registration, payment and co-payment collection and overall providing outstanding c…
Skills: Patient Relations, Appointment Scheduling, Patient Registration, Payment Collection, Insurance Verification
Pasadena, California, United States · On-site
$98k–$116k/yr
Job Details New ideas are all around us, but only a few will change the world. That’s our focus at JPL. We ask the biggest questions, then search the universe for answers—literally. We build upon ideas that have guided g…
Skills: Procurement Management, Supply Chain Risk Management, EEE Parts Procurement, Purchase Requisitions, Vendor Coordination
Pasadena, California, United States · Hybrid
$26/hr–$30/hr
Job Description: Are you an experienced education credentialing professional who thrives in a fast-paced environment and enjoys solving complex credentialing challenges? We are seeking a highly organized and detail-orien…
Skills: Educator Credentialing, California CTC Compliance, Multi-state Licensure, HRIS, Regulatory Compliance
Pasadena, California, United States · On-site
$34k–$90k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Pasadena, California, United States · On-site
$87k–$122k/yr
Job Details New ideas are all around us, but only a few will change the world. That’s our focus at JPL. We ask the biggest questions, then search the universe for answers—literally. We build upon ideas that have guided g…
Skills: Financial Planning, Budget Development, Data Analysis, Workforce Analysis, Human Resources
Pasadena, California, United States · On-site
Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and fi…
Skills: Market Research, Financial Analysis, Marketing Support, Sales Support, Communication
Pasadena, California, United States · On-site
$21/hr–$23/hr
Bilingual Legal Secretary / Front Desk Receptionist Pay: $21.00 - $23.00 per hour Job Type: Full-time Immediate Opening A boutique immigration law firm has an IMMEDIATE opening for a Bilingual Legal Secretary / Front Des…
Skills: Bilingual English and Spanish, Customer Service, Legal Secretarial Work, Office Administration, Case Management Systems
Pasadena, California, United States · On-site
$25/hr–$39/hr
Join Cedars-Sinai! Align yourself with an organization that has a reputation for excellence! Cedars-Sinai received the National Research Corporation’s Consumer Choice Award 19 times for providing the highest-quality medi…
Skills: Patient Relations, Vital Signs, Medical Record Documentation, Appointment Scheduling, Insurance Verification
Pasadena, California, United States · On-site
$103k–$121k/yr
Job Details New ideas are all around us, but only a few will change the world. That’s our focus at JPL. We ask the biggest questions, then search the universe for answers—literally. We build upon ideas that have guided g…
Skills: P-Card Administration, Financial Reconciliation, Audit Compliance, FAR Regulations, Vendor Management
Pasadena, California, United States · On-site
$23/hr–$24/hr
About Us Surround yourself with modern comforts at the Westin Pasadena. Elevate your career working near Historic Old Town Pasadena, Rose Bowl Stadium, Pasadena City Hall, museums, and restaurants. Be part of a group of …
Skills: Yield Management, Rooms Inventory Monitoring, Revenue Maximization, Data Entry, Forecasting
Pasadena, California, United States · Hybrid
$30/hr–$43/hr
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers –…
Skills: Complex Scheduling, Stakeholder Coordination, Executive Travel Management, Leadership Communications, Confidential Information Management
Pasadena, California, United States · On-site
$72k–$78k/yr
The following description is not intended as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Management retains the discretion of adding or changing the duties of the po…
Skills: Full-cycle Recruitment, Performance Management, Training & Development, Onboarding, Candidate Sourcing
Pasadena, California, United States · On-site
Job Summary: Ensures that moderately complex purchase orders are fulfilled by receiving and reviewing requisitions, placing purchase orders, and facilitating the fulfillment or recall of requested items. Negotiates prici…
Skills: Procurement, Vendor Management, Contract Negotiation, Purchase Order Management, Market Research
Pasadena, California, United States · Remote Solely
$22/hr–$26/hr
Starting Pay Range $22.00 - $26.00 - Hourly Depending on experience Job Description: Skyrocket Education Services is seeking Part-Time Assistant to support the Curriculum Department with lots of document based project wo…
Skills: Google Sheets, Adobe InDesign, Research, Communication, Microsoft Office
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The role supports Senior Client Advisors in managing personal trust and investment accounts and coordinating daily transactions with the Trust Operations and Investment departments. Key duties include preparing client reports, calculating beneficiary payments, and maintaining accurate client records.
Candidates should possess a bachelor's degree and strong proficiency in Microsoft Office, with a preference for knowledge in trust accounting or estate planning. Professional certifications like CTFA or CFP are considered an advantage.
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.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries, and internal department personnel.
The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community.
DESIRED EXPERIENCE
Base salary range
$75,000 - $90,000 annually
Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
We make a meaningful and lasting difference in all aspects of your wealth, family and legacy.
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle. We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service. We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach. Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved. Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere. True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
Offices: 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, US · 100 West Liberty Street, Suite 890, Reno, NV 89501, US · 505 Montgomery Street, Suite 1200, San Francisco, CA 94111, US · 520 Pike Street, Suite 1415, Seattle, WA 98101, US · 4695 MacArthur Ct, Suite 1500, Newport Beach, California 92660, US
There are currently 125 open administrative positions in Pasadena, CA listed on Clera. New openings are added daily as companies post roles.
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