Client Advisory Associate
About The Position
The Client Advisory Associate supports Client Advisors with account management and business development responsibilities for personal trust and investment management accounts. The role helps meet the needs of clients, trust beneficiaries, their advisors, co-fiduciaries, and internal department personnel. As a member of the Client Advisory team, the Associate supports their manager in delivering Whittier Trust’s high-touch service model in the Western region, nationally, and within the local community. The position involves coordinating account transactions and investment activity, preparing client and marketing materials, supporting trust beneficiaries and Client Advisors, and maintaining client information and records.
Requirements
- Bachelor’s degree from an accredited four-year university.
- Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.
- Excellent written and oral communication skills.
- Superior organizational skills and the ability to multitask, manage, and prioritize multiple projects and competing deadlines.
- General office administration and clerical experience.
- Excellent attention to detail and the ability to exercise independent judgment.
- Ability 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 and a client-service focus.
- High integrity and a diligent work ethic; team- and people-oriented.
- Good time management skills and meticulous attention to detail.
- Valid driver’s license and ability to travel by airplane.
Nice To Haves
- Industry certification such as CTFA or CFP.
- Willingness to continue education, including CTFA, CFP, or MBA studies.
- Understanding of trust accounting and/or estate planning concepts.
Responsibilities
- Direct the Trust Operations Department regarding daily account transactions, including wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and opening and closing accounts.
- Monitor transactions for completion and accuracy.
- Coordinate investment transactions with the Investment Department, including monitoring daily cash balances for purchases, transferring sales proceeds to money market accounts, and following up on client requests for purchases, sales, or gifting.
- Coordinate transfers of incoming assets to new or existing accounts and outgoing assets for terminating accounts.
- Prepare correspondence and Excel spreadsheets, assist with PowerPoint presentations, and support 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 Client Advisors with information for annual account reviews.
- Work with Client Advisors to maintain client, beneficiary, and advisor information in client files, account records, database management systems, and trust accounting systems.
- Assist with contact management input and sales, expense, and other internal reports.
- Perform special projects and additional tasks as assigned.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Paid time off
- Wellness Program
- Annual bonus, incentive pay, and/or equity may apply depending upon the role.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
