Teams at Whittier Trust Company

Lead high-net-worth client relationships and new business development for a multi-family office. Advise on trust, estate and fiduciary matters; coordinate with tax, operations, investment and insurance teams; supervise account opening/closing and client administration; participate in client investment meetings and periodic reviews; provide extensive personalized client service and support internal committees.

Support Senior Client Advisors with trust and investment account management, coordinate transactions with Trust Operations and Investments, prepare reports and client materials, calculate trust payments, coordinate tax information, maintain client records and databases, assist with account reviews and special projects while providing high-touch client service.