Private Wealth Advisory Associate

Whittier Trust Company; Reno (OH); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks a Client Advisory Associate to support Client Advisors with account management and business development on personal trust and investment management accounts.

The role focuses on delivering Whittier Trust’s high-touch service model in the Western region, nationally, and within local communities, coordinating with multiple departments to meet client needs.

Qualifications

• Experience in high-net-worth client servicing and trust accounts.
• Ability to coordinate across invest­ment, operations, and client teams.
• Strong communication and presentational skills.

Responsibilities

• Direct the Trust Operations Department on daily account transactions (wire transfers, ACH, bill payments, redemptions).
• Monitor transactions for accuracy and completion.
• Coordinate investment transactions with the Investment Department (cash balances, transfers).
• Coordinate asset transfers in and out of accounts, including terminations.
• Prepare client correspondence, Excel reports, and marketing materials; assist with PowerPoint presentations.

Skills

Account management

Business development

Fiduciary services

Client service

Tools

Excel

PowerPoint

Job description

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks a Client Advisory Associate to support Client Advisors with account management and business development on personal trust and investment management accounts.

The role focuses on delivering Whittier Trust’s high-touch service model in the Western region, nationally, and within local communities, coordinating with multiple departments to meet client needs.