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Associate/Officer, Client Advisor

South Pasadena, CA, USA | Whittier Trust Company

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
  • Experience:
    3-5 years
Job Description:
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Job Details


Description


Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest 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 to help them reach their long-term goals is our only mission.


Our staff of 200 dedicated professionals works with approximately 485 clients and their families to deliver a broad array of services including investment management and consulting, fiduciary, philanthropic, and family office. Our founding family’s century-long history of energy and real estate investing continues to guide our activities for clients today. Entrusted with $16 billion of private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.


Whittier Trust attracts professionals who want to spend the vast majority of their day in 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 very low – evidencing a high level of engagement and career fulfillment.


Our Officer, Client Advisor 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.


Vaccination is a requirement of employment. All positions are considered in-person with flexibilityon a case by case basis.


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.

  • Support CEO, David Dahl in his travel and general administration needs.

  • Perform special projects and additional tasks as assigned.


Desired Education



  • Bachelor’s degree from an accredited 4-year university

  • Industry certification – CTFA, CFP, CFA, CPA

  • Willingness to continue education - CTFA, CFP, MBA


Desired Experience



  • Minimum 3 – 5 years experience in a similar position

  • 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.

  • Understanding of business development related activities and the willingness to participate in and help grow new business


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.


Qualifications


Skills


Preferred



  • WORD Advanced

  • EXCEL Advanced


Behaviors


Preferred



  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

  • Team Player: Works well as a member of a group


Motivations


Preferred



  • Growth Opportunities: Inspired to perform well by the chance to take on more responsibility


Education


Required



  • Bachelors or better.


Licenses & Certifications


Preferred



  • Certfd T and F Advisor


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