Wealth Client Advisory Associate

Whittier Trust; Newport Beach (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) retirement plan

Life insurance

Paid time off

Wellness Program

Annual bonus / equity

Job summary

Whittier Trust 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 high-touch service to clients, beneficiaries, and advisors in the Western region and nationally.

The position requires a Bachelor’s degree and strong Microsoft Office skills, with CTFA/CFP as an advantage.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• Industry certification (CTFA or CFP) is an advantage.
• Willingness to continue education (CTFA, CFP, MBA).

Responsibilities

• Direct the Trust Operations Department regarding daily account transactions.
• Monitor transactions for completion and accuracy.
• Coordinate investment transactions with the Investment Department.
• Prepare correspondence, Excel reports, presentations, and marketing materials.
• Calculate payments to trust beneficiaries and coordinate tax information.
• Provide information to Client Advisors for annual account reviews.
• Organize client files and trust accounting records.
• Assist with contact management, expenses, and other internal reports.
• Perform special projects and additional tasks as assigned.

Skills

Microsoft Office

Communication skills

Organization

Attention to detail

Education

Bachelor's degree

CTFA or CFP (advantage)

Tools

Excel

PowerPoint

Word

Job description

Whittier Trust 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 high-touch service to clients, beneficiaries, and advisors in the Western region and nationally.

The position requires a Bachelor’s degree and strong Microsoft Office skills, with CTFA/CFP as an advantage.