Client Advisor
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POSITION SUMMARY

·The candidate will be a key member of the team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in the Western region and nationally. The successful candidate will be a LLM with proven knowledge in trust tax and law. Whittier Trust’s culture is one that is performance/accountability driven, client focused, family oriented and supports the long term career satisfaction of its employees. All of this is reflected in Whittier Trust’s unusually low employee turnover rate. It involves extensive client contact and a working knowledge of trust tax including a working understanding of fiduciary accounting, securities, finance, real estate, taxes and estate planning. This person would work with other officers and together administer a book of accounts. The job also requires the ability for occasional travel to call on active clients, referral sources and prospective clients. 

PRIMARY RESPONSIBILITIES
· The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. · The position requires a working knowledge the legal requirements that effect trusts under the Principal & Income Act and Prudent Investor Act, and community and separate property issues. Coordinate closely with other company departments (tax, insurance, operations, real estate, investment and foundations) regarding client matters. Effective communication skills are essential. It is anticipated that this individual will complete complex projects for client relationships.· Participate with the investment officer in client meetings. · Coordinate with the investment department in the scheduling of clients’ investment performance reviews and monitoring of investment trades. ·  Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records. · Complete forms, prepare internal documentation and present periodic account reviews. · Participation in other internal committees or task forces, such as Client Services or Marketing. · Provide extensive personal service to clients as required.

DESIRED CANDIDATE
· LLM degree from an accredited university coupled with a related certificate is desired (i.e., CTFA, CFA, CFP, CPA) also beneficial. · Minimum five years’ experience in a similar role with a successful track record.

PERSONAL CHARACTERISTICS
· Strong people skills. · Extraordinary sales skills. · Outstanding marketing and presentation skills. · Fanatical 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. · Meticulous attention to detail. · Valid driver’s license and the ability to travel by airplane. 

 

Whittier Trust Company is an EEO employer - M/F/Vets/Disabled
 
 
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