Administrative Associate

At Whittier Trust, we aren't 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 well-being across generations. As the oldest, privately owned, multi-family office headquartered on the West Coast, we operate with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to advance and secure their long-term 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 client's 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 modern-day entrepreneurs and legacy family members, even those several generations removed from the wealth creators. Our corporate culture is firmly rooted in client-centricity, fostering collaboration, setting high-performance standards, demanding accountability, nurturing a family-oriented ethos, and ensuring long-term career fulfillment. Our remarkably low employee turnover stands as a testament to our team's 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 can-do attitude, have the ability to find a solution to every problem and the capability to multi-task.

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 multi-task 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 percentage-based 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

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

COMPENSATION

Base salary range

$55,000 - $75,000 annually

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.