Whittier Trust Company · 1 month ago
Officer, Client Advisor - Philanthropic Services
Pasadena, CA
Full-time
Hybrid
Mid Level
$85K/yr - $110K/yr
3+ years expWhittier Trust Company 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. The Officer, Client Advisor, Philanthropic Services will provide outstanding client service through support of a portfolio of private foundations, donor-advised funds, and nonprofit endowments while contributing to the growth of the department and firm.
Finance
Responsibilities
Serve as the Grants Manager for a portfolio of private foundations and donor-advised funds, under the supervision of a Client Advisor
Oversee tax/audit/legal/compliance matters
Initiate check/ACH/wire requests for payment of grants and expenses
Develop materials in support of board meetings
Provide comprehensive administrative support for our clients’ grantmaking, including manage grants through our online grants management database, generate grant-related correspondence, conduct grantee diligence and research, coordinate/attend site visits, and monitor outcomes
Collaborate with members of Whittier Trust’s Investment, Client Advisory, Tax and Accounting Departments, and with clients’ outside professionals to provide necessary information and reports; and
Ad hoc projects, as required
Attend firm networking events
Community involvement – participation in local organizations that may lead to new Whittier Trust relationships
Participate (in a support role) in efforts to bring in new firm clients including outreach to/develop relationships with referral sources and potential clients; and
Learn how to talk about and promote the Five Pillars of the firm
Qualification
Required
Bachelor's degree, required
A minimum of three years of relevant work experience within the wealth management industry
Willingness to effectively network with identifying referral sources, required
Preferred
Advanced degrees (MBA, JD) and/or certifications (CAP, CTFA, CFP) preferred, not essential
Previous experience working with high-net-worth individuals and their family members is preferred not essential
Strong organizational and administrative skills
Previous client management experience focusing on the utilization of good judgment with minimal supervision
Excellent interpersonal skills including the ability to exercise empathy and compassion
Impeccable oral and written communication skills
Direct or supportive business development experience preferred, not essential
Demonstrated history of working within a team structure
Ability to coordinate closely with other company departments (tax, operations, investment, client administration, marketing), and ability to work collaboratively and collegially with supervisors, subordinates and other professionals in the firm
Passion for philanthropy. While direct work experience in a philanthropic organization is not required, Philanthropic Services Client Advisors must have a demonstrated commitment to the nonprofit sector through previous client advisory service, nonprofit Board service and/or volunteering
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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Dahl
CEO
Jesse Ostroff
Vice President, Client Advisor, Philanthropic Services
Recent News
Morningstar.com
2025-09-23
2025-09-04
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