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$75k–$90k/yr
Full-time
bachelor degree, professional certificate
Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Paid time off
Posted 6h ago
~40 hrs/week
Responsibilities
The Client Advisory Associate supports Senior Client Advisors with account management, business development, and the delivery of high-touch service to high-net-worth clients. Responsibilities include managing daily trust operations, coordinating investment transactions, and preparing financial reports and presentations.
Requirements
Candidates should possess a bachelor's degree and have strong organizational and communication skills, with proficiency in Microsoft Office. Experience in trust accounting or estate planning is preferred, along with a high level of attention to detail and the ability to manage multiple priorities.
Full job description
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.
Position Summary
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.
PRIMARY 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.
DESIRED EDUCATION
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)
DESIRED EXPERIENCE
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.
PERSONAL CHARACTERISTICS
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.
COMPENSATION
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.
Industry
Financial Services
Company size
201-500 employees
Founded
1989
Headquarters
Pasadena, CA
LinkedIn followers
7,261
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
Based on 895 listings with disclosed salaries, most consulting jobs in Seattle, WA pay between $80k–$205k per year. Individual offers vary with seniority, company size, and specialization.
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