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Whittier Trust Company · 3 weeks ago

Client Advisory Associate

Reno, NV

Full-time

Onsite

New Grad, Entry Level

$65K/yr - $90K/yr

Whittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing exceptional client service and customized investment solutions. The Client Advisory Associate supports Client Advisors in account management and business development for personal trust and investment management accounts, ensuring the needs of clients and beneficiaries are met.

Finance

Growth Opportunities

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

Qualification

Trust accountingInvestment managementMicrosoft OfficeCTFA certificationCFP certificationClient service focusCommunicationOrganizational skillsAttention to detailTeam-oriented

Required

Bachelor's degree from an accredited 4-year university

Willingness to continue education (CTFA, CFP, MBA)

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

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

Preferred

Industry certification an advantage but not essential - (CTFA or CFP)

Benefits

Medical, dental and vision coverage

401(k)

Life insurance

Paid time off

Wellness Program

Annual bonus

Incentive pay

Equity

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