Whittier Trust Company Benefits Overview

Leads a local wealth-management office while serving as a senior advisor to high-net-worth clients. Responsibilities include office and team management, client relationship administration, estate and wealth-transfer planning, business development, professional networking, vendor oversight, hiring, community engagement, and coordination with investment and advisory professionals. The role requires extensive client contact, account administration knowledge, new-business generation, and travel to clients and referral sources.

Manage monthly and annual close activities for assigned entities, including journal entries, reconciliations, financial statements, tax filings, investment activity, budgets, and audit support. The role coordinates with clients, tax advisors, accountants, fund administrators, and other providers while maintaining accurate intercompany balances and resolving discrepancies. It also reviews invoices and payments, supports alternative investment and K-1 reporting, and provides financial analysis and client communications.

Supports Client Advisors with trust and investment account management, transaction coordination, asset transfers, beneficiary payments, tax-related information, client records, reporting, presentations, and business development activities. The role provides high-touch service to clients, beneficiaries, advisors, and internal teams while managing detailed administrative tasks, deadlines, and special projects.