Client Advisory Associate

Position Summary

The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. The candidate will be a key member of the Client Advisory team responsible for delivering Whittier Trust's high touch service delivery model in the Western region, nationally, and within their local community.

PRIMARY 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.
• Coincide 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.
• Coincide 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.
• Coincide 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.
• Aid with contact management input, sales, expense, and other internal reports.
• Perform special projects and additional tasks as assigned.

DESIRED EDUCATION

• Bachelor’s degree from an accredited 4-year university
• Industry certification an advantage but not essential - (CTFA or CFP)
• Willingness to continue education (CTFA, CFP, MBA)

DESIRED EXPERIENCE

• 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
• Able to learn new processes and programs and desire to grow with the company

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
• Meticulous attention to detail

COMPENSATION

• Base salary range: $65,000 - $90,000 annually
• 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.