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Vice President, Junior Counsel

South Pasadena, CA, USA | Whittier Trust Company

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    General Management
    Legal / Compliance
  • 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 500 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 $20 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.


The position offers a competitive compensation package including base salary, performance bonus, excellent medical, and retirement plans. 


For the right candidate this position could be located in Newport Beach, CA or San Francisco, CA or Reno, Nevada. 


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


Primary Responsibilities



  • Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.

  • Working with outside counsel, client counsel and internal management on broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment and regulatory issues.

  • Participating in compliance and regulatory functions.

  • Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.

  • Participating in business development activities.


Desired Education



  • Bachelor’s degree (B.A) from a four-year college or university

  • Legal qualification (JD) and current membership in CA state bar


Desired Experience



  • Minimum of 4 years relevant experience, including experience in house and/or at a highly regarded law firm.

  • Background in advising on fiduciary activities, including trust administration.

  • Excellent analytical skills and judgment.

  • Excellent verbal and written communication and interpersonal skills.

  • Ability to work effectively as part of management team.

  • Ability to evaluate legal risks and implications.

  • Ability to balance and effectively handle numerous priorities.

  • Membership in California state bar. 


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

  • Attention to detail


Qualifications


Skills


Preferred


PowerPoint Novice


WORD Advanced


Outlook Advanced


EXCEL Advanced


Behaviors


Preferred



  • Innovative: Consistently introduces new ideas and demonstrates original thinking

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

  • Leader: Inspires teammates to follow them

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

  • Dedicated: Devoted to a task or purpose with loyalty or integrity


Motivations


Preferred



  • Self-Starter: Inspired to perform without outside help


Education


Preferred



  • Bachelors or better.


Licenses & Certifications


Preferred



  • Certfd T and F Advisor


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