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Whittier Trust Company · 4 months ago

Vice President or Senior Vice President, Deputy General Counsel

Newport Beach, California, United States

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$180K/yr - $300K/yr

8+ years exp

Whittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing exceptional client service and customized investment solutions for high-net-worth individuals. The Deputy General Counsel will work closely with the General Counsel and Associate Counsel, advising on fiduciary matters, compliance, and corporate legal issues.

Finance

Growth Opportunities

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, HR 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

Ad hoc responsibilities, as required

Qualification

Legal qualification (JD)California state bar membershipTrustFiduciary expertiseAnalytical skillsVerbalWritten communicationClient service focusTeam orientedTime managementAttention to detail

Required

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

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

Minimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise

Strong 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 and develop strategies for resolving legal risks and implications

Ability to balance and effectively handle numerous priorities

Membership in California state bar

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

Benefits

Performance bonus

Medical

Dental

Vision

Life

Long term disability

401(k) with company match

Company

Whittier Trust Company

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, Seattle, and Austin.

Founded in 1935

South Pasadena, California, USA

201-500 employees