Systems Administrator

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.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary 

Whittier Trust is hiring a System Administrator for our Newport Beach, CA office. This is the only IT role at the Newport office, making the System Administrator the first call for everything from a locked account to a failed monitor, with the Technology team available for larger projects and strategy. The position reports to the Senior Vice President, Director of Information Technology. 

The ideal candidate is a self-directed problem-solver who communicates clearly, works well independently, and is comfortable owning an office's day-to-day IT.  

Key responsibilities include supporting our multi-site computing environment, resolving help desk requests, maintaining on-site infrastructure, installing upgrades, and owning technical projects. The role also offers significant growth potential, described below. 

PRIMARY RESPONSIBILITIES 

• Provide end-user support through the help desk ticketing system (Ivanti). 

• Maintain the Ivanti platform, including IT Service Management (ITSM) and Discovery, as well as objects, forms, fields, environments, upgrades, patches, and integrations. 

• Address user inquiries, problems, and needs with prompt and courteous assistance. 

• Maintain the Newport office infrastructure, including workstations, servers, network switches, routers, and cabling. 

• Provide support for Windows workstations and Azure servers. 

• Manage applications, system security, communications, internet access, and hardware for the Newport office. 

• Support the firm's security program by maintaining endpoint protection, multi-factor authentication, and patch compliance, and by escalating security incidents to the Technology team. 

• Handle software deployment and patch management. 

• Identify opportunities for process improvements and system enhancements, making recommendations to optimize the Ivanti platform. 

• Provide IT support for onboarding and offboarding staff, including provisioning hardware, accounts, and system access. 

• Manage user accounts, licenses, security groups, and permissions within the Microsoft 365 environment, including Exchange Online, Teams, SharePoint, and OneDrive. 

• Serve as the first point of contact for technical support, responding to requests via phone, email, and the ticketing system. 

•  Manage technical projects as a project owner by collaborating with key stakeholders to gather requirements, develop a solution, verify, test, and deploy it.  

• Identify and improve IT and business processes. 

• Document systems, procedures, and configurations for the Newport office. 

• Provide support for applications such as: 

• Laserfiche 

• Kiteworks 

• Microsoft 365 (Exchange Online, SharePoint, OneDrive, Teams) and Microsoft Entra ID/Azure  

• 8x8 

• FoxIT 

• Salesforce 

• SmartDeploy imaging 

• Travel to the San Diego office when needed 

GROWTH OPPORTUNITIES 

This role offers significant growth potential for candidates interested in cybersecurity, Azure, automation and integration work using Workato, and improving both IT and business processes. Responsibility in these areas can expand as the System Administrator's experience and interest grow. Because this is the only IT position at the Newport office, the System Administrator will have direct ownership of projects and the chance to work closely with the Technology team on firm-wide initiatives. 

QUALIFICATIONS 

• 3+ years of experience in system administration or IT support, including administering Microsoft 365, Microsoft Entra ID, and Windows Server environments. 

• Working knowledge of networking fundamentals (switches, routers, DHCP, DNS) and Windows endpoint imaging and deployment. 

• Experience with an IT service management or help desk ticketing platform (Ivanti experience preferred). 

• Bachelor's degree or equivalent experience;  

COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $75,000 - $95,000.

Qualifications Skills Preferred PowerPoint Advanced WORD Advanced Outlook Advanced EXCEL Advanced Behaviors Preferred Team Player: Works well as a member of a group Thought Provoking: Capable of making others think deeply on a subject Dedicated: Devoted to a task or purpose with loyalty or integrity Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Education Preferred Bachelors or better. Equal Opportunity Employer
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