Client Advisory Associate
Whittier Trust Company South Pasadena, CA
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POSITION SUMMARY

Whittier Trust seeks a Client Advisory Associate professional. Our Client Advisory Associates support Senior

Client Advisors with client account management and business development. They are integral in delivering

Whittier’s service platform which encompasses the five pillars of wealth management: investment

management, family office services, trust services, philanthropy, and real estate/oil and gas.

QUALIFICATIONS

 Bachelor’s Degree from an accredited university.

 Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint

 Excellent written and oral communication skills

 Superior organizational skills with the ability to multi‐task and to manage and prioritize multiple

projects and competing deadlines.

 Excellent attention to detail with the ability to exercise independent judgment.

 Ability to learn new processes and programs and desire to grow with the Company

Desired Qualifications:

 Strong people skills

 Client service focus

 Effective verbal and written communication skills

 High integrity with a diligent work ethic

 Team/people oriented

 Highly organized with good time management skills

 Meticulous attention to detail

A working visa sponsorship is not available. Applicant(s) must be currently authorized to work in the United States.

 
 
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