Administrative Associate

The Whittier Trust Company
Any Location, CA
Category Accounting
Job Description
Whittier Trust is seeking an Administrative Associate to join their team. The role involves directing trust operations, coordinating investment transactions, and preparing correspondence. The position offers a competitive compensation package, including a base salary, performance bonus, and equity consideration.

Requirements

  • Direct the Trust Operations Department regarding daily account transactions
  • Coordinate investment transactions with the Investment Department
  • Prepare correspondence, Excel spreadsheets, and assist with the production of PowerPoint presentations
  • Calculate unitrust, total return, and other payments to trust beneficiaries
  • Coordinate tax-related payment information with the Tax Department and client-directed outside professionals
  • Provide information to Client Advisors for annual account reviews
  • Organize with Client Advisors to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems
  • Perform special projects and additional tasks as assigned
  • Back-up support for the front desk/reception as needed

Benefits

  • Competitive compensation package
  • Medical, dental and vision coverage
  • 401(k)
  • Life insurance
  • Paid time off
  • Wellness Program
  • Annual bonus
  • Incentive pay
  • Equity
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