Administrative Associate

At Whittier Trust we arent just a financial institution we are trusted partners with a long rich history of successfully navigating the financial markets to preserve protect and enhance our clients wealth and wellbeing across generations. As the oldest privately owned multifamily office headquartered on the West Coast we operate with the singular focus of providing holistic toptier client service and highly personalized investment solutions to ultrahighnetworth individuals and their families designed to advance and secure their longterm financial legacies and goals.

With a dedicated team of 240 professionals we serve a community of more than 600 clients and their families offering a diverse range of services that span investment management consulting fiduciary expertise philanthropic support and comprehensive family office services. Entrusted with managing approximately $25 billion in private family assets we approach each clients unique needs with a consultative mindset customizing solutions for even the most intricate family financial situations.

What sets Whittier Trust apart is our team. We attract professionals who are driven by a genuine passion for serving our clients. Our organization operates with agility and a deep understanding of the evolving requirements of both modernday entrepreneurs and legacy family members even those several generations removed from the wealth creators. Our corporate culture is firmly rooted in clientcentricity fostering collaboration setting highperformance standards demanding accountability nurturing a familyoriented ethos and ensuring longterm career fulfillment. Our remarkably low employee turnover stands as a testament to our teams unwavering engagement and satisfaction in their careers.

JOB PURPOSE

The Administrative Associate is a valued member of the Seattle office. The primary responsibility is to provide support to the Seattle office concentrating on outstanding reception support office coordination and client administrative support. The right candidate will be able to work in a small team environment with a cando attitude have the ability to find a solution to every problem and the capability to multitask.

ESSENTIAL FUNCTIONS

RECEPTION & OFFICE ADMINISTRATION

1.

Coordinate Visitors Client meetings and answer all phones

2.

Management of all common areas and ordering of all office supplies

3.

USPS FEDEX and UPS processing

4.

Office invoices and employee expense processing

6.

Research coordinate and support all Seattle marketing events team events and gifts

7.

CRM management and entry

9.

Perform special projects and additional tasks as assigned

CLIENT ADMINISTRATIVE ASSOCIATE

10.

Document scanning (Laserfiche) and electronic filing

11.

Client presentation final binding (PowerPoint)

DESIRED SKILLS & EXPERIENCE

• Superior organizational skills with ability to multitask and to manage and prioritize multiple projects and competing deadlines
• Superior skills and experience with Microsoft Office especially Word Excel and PowerPoint
• Experience with Concur and/or SalesForce is a plus
• Excellent written and oral communication skills
• Problem solver who brings creativity and resourcefulness to everyday challenges
• General office administration and clerical experience
• Strong people skills
• Client service focus
• Excellent attention to detail with the ability to exercise independent judgment
• Aptitude to understand and perform basic mathematical calculations such as fee calculations and other percentagebased calculations
• Ability to learn new processes and programs and desire to grow with the company
• High integrity with a diligent work ethic
• Team/people oriented
• Highly organized with good time management skills
• Understanding of trust accounting and/or estate planning concepts preferred but not essential
• An interest in wealth management

DESIRED QUALIFICATIONS

• Bachelors degree preferred
• Industry certification and/or a willingness to continue education is supported (CTFA or CFP)

COMPENSATION

Base salary range

$55000 $75000 annually

Required Experience:

IC