Whittier Trust Company Benefits Overview

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.

The Operations Unit Manager oversees client fee records management, leads a small team, develops procedures, audits submissions, and prepares fee reports for senior management.

The role involves managing client relationships, business development, coordinating with departments, and supervising account processes while ensuring compliance with legal and financial regulations.