Client Advisory Associate
The Whittier Trust CompanyReno, Nevada, United States
Posted August 25, 2025
65000 - 90000 USD year
Full Time
About the Company
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.
Job Description
Whittier Trust is a privately owned multi-family office providing client service and customized investment solutions for high-net-worth individuals and their families. The Client Advisory Associate supports Client Advisors with account management and business development responsibilities.
Requirements
- Direct the Trust Operations Department regarding daily account transactions
- Monitor transactions for completion and accuracy
- Coordinate investment transactions with the Investment Department
- Prepare correspondence, Excel spreadsheets, and PowerPoint presentations
- Calculate Unitrust, total return, and other payments to trust beneficiaries
- Coordinate tax-related payment information with the Tax Department and client-directed outside professionals
- Assist with contact management input, sales, expense, and other internal reports
- Perform special projects and additional tasks as assigned
Benefits
- Medical, dental and vision coverage
- 401(k)
- Life insurance
- Paid time off
- Wellness Program