Officer, Client Advisor

Whittier Trust Company•Newport Beach, CA

About The Position

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. Their dedicated professionals offer a broad array of services including investment management, fiduciary, philanthropic, and family office. The company's founding family's century-long history of entrepreneurship guides their activities, employing a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who desire to grow and build skills in client service, operating with a flat, nimble structure attuned to the needs of entrepreneurs and legacy family members. The corporate culture emphasizes client-focus, collaboration, performance, accountability, family orientation, and long-term career satisfaction, resulting in low employee turnover due to high engagement and career fulfillment.

Requirements

Bachelor’s degree from an accredited 4-year university
Minimum 3 – 5 years experience in a similar position
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.
Understanding of business development related activities and the willingness to participate in and help grow new business
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.

Nice To Haves

Industry certification – CTFA, CFP, CFA, CPA
Willingness to continue education - CTFA, CFP, MBA
Understanding of trust accounting and/or estate planning concepts preferred but not essential

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.