Internship 2027
About the role
Whittier Trust 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. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment. Internships are available in our Pasadena, Orange County, West LA, San Francisco, San Diego, California offices along with Seattle, WA and Reno, NV offices.
Responsibilities
- Assisting Client Advisors with daily account management
- Creating custom reports such as cash flow analyses and balance sheets
- Assisting with organizing and streamlining client and business development information on Salesforce
- Assisting and attending client events
- Researching industry related topics and presenting where applicable
- Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding