Client Advisory Associate

The Client Advisory Associate supports 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.

- 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.

- 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.

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

- 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.

- Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines.

- 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.

Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.