Cash Processing ClerkBill Pay

Reno, NV - USA

Yearly Salary: $ 45000 - 55000

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Department:

Client Services

Job Summary

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management fiduciary philanthropic and family office. Our founding familys century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat nimble and uniquely attuned to the needs and desires of both todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus collaboration performance and accountability family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.

This is an in office position.

PRIMARY RESPONSIBILITIES
Primary responsibilities include but are not limited to the following:

Receiving requests for client cash transactions from Client Advisor team
Analyzing money market/cash positions in client accounts prior to entering transactions to ensure sufficient cash
Entering transactions into trust accounting system for routing to Operations Department
Acting as liaison between Client Advisors and Operations as questions arise
Processing client bill pay and assisting in management of daily related Bill Pay processes

DESIRED EDUCATION

Bachelors degree preferred but not essential

DESIRED EXPERIENCE

1-2 years of data entry or similar experience

PERSONAL CHARACTERISTICS

Superior skills and experience with Microsoft Office
Excellent written and oral communication skills
Superior organizational skills
General office administration and clerical experience
Meticulous attention to detail
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

COMPENSATION

Base salary range

$45000 - $55000 annually

Salary may vary depending on job-related factors including but not limited to skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical dental and vision coverage 401(k) life insurance paid time off and a Wellness Program. Annual bonus incentive pay and/or equity may also apply depending upon the role.

The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.

This is an in office position.

PRIMARY RESPONSIBILITIES
Primary responsibilities include but are not limited to the following:

Receiving requests for client cash transactions from Client Advisor team
Analyzing money market/cash positions in client accounts prior to entering transactions to ensure sufficient cash
Entering transactions into trust accounting system for routing to Operations Department
Acting as liaison between Client Advisors and Operations as questions arise
Processing client bill pay and assisting in management of daily related Bill Pay processes

DESIRED EDUCATION