Client Advisory Associate – Philanthropic Services

Description

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 family’s 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 today’s 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.

PRIMARY RESPONSIBILITIES

Primary responsibilities will include, but not be limited to:

Grants Administration

• Request documents for due diligence review of grant applicants
• Process grants in Foundant (online grants management system)
• Track/monitor pending grants to ensure requirements have been met
• Prepare grant agreements for multi-year grants, challenge grants, expenditure responsibility grants and complex grants
• Process and prepare grant checks for disbursement
• Acknowledge and respond to letters of inquiry received
• Coordinate and process Donor-Advised Fund grants

Client Service Duties

• Prepare meeting materials for client Board meetings
• Assist /draft board minutes
• Schedule and coordinate client meetings and conference calls: board meetings, investment meetings and site visits
  • Prepare monthly, quarterly reports to clients as required
  • Assist clients with online access to account portfolios
  • Coordinate with accounting department and interface with auditors and tax preparers
  • Schedule and attend site visits with clients to various nonprofit organizations
  • Respond to client/board member calls/inquiries promptly and professionally

Office Administration

• Process cash transfers and wires through Addepar accounting system; monitor clients’ fund balances
  • Maintain/update quarterly foundation compliance requirement report
  • Coordinate closely with other company departments (tax, operations, investment, client administration, insurance, business development and others as required) regarding nonprofit client matters
  • Open new foundation, non-profit and donor-advised fund accounts using SalesForce
  • Prepare year-end accounts reconciliation, fees projection report
  • Prepare tax preparation packet and compile documents for audit
  • Participate in internal committees or task force as needed

DESIRED EDUCATION

• Bachelor’s degree from an accredited 4 year university
• Industry certification an advantage but not essential - (CTFA, CFP or CAP)
• Willingness to continue education (CTFA, CFP or CAP)

DESIRED EXPERIENCE & SKILLS

• 0 -3 years experience in similar industry
• Understanding of 501(c)(3) organizations
• Highly proficiency in Adobe Acrobat, Microsoft Office Suite applications, including, Excel, Word, PowerPoint and Outlook
• Superior skills and experience with Microsoft Office, especially Word, Excel and PowerPoint.
• Excellent written and oral communication skills.
• Superior organizational skills with ability to multi-task and to manage and prioritize multiple projects and competing deadlines.
• General office administration and clerical experience.
• 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.

PERSONAL CHARACTERISTICS

• Strong people skills
• Client service focus
• Effective communication skills
• High integrity with a diligent work ethic
• Professional appearance and presentation
• Team/people oriented
• Highly organized with good time management skills
• Meticulous attention to detail
• Valid driver’s license and the ability to travel by airplane.

COMPENSATION

Base salary range

$65,000 - $85,000 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.