Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $26.75 - $39.50
Work Schedule
Weekend Shifts
Benefits
Medical insurance
Dental Insurance
Vision Insurance
401(k) Plan
Life insurance
Paid Time Off
Wellness Program
Job Description
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, renowned for delivering exceptional client service and highly customized investment solutions tailored for high-net-worth individuals and their families. With a century-long history rooted in entrepreneurship from its founding family, Whittier Trust prides itself on offering a comprehensive suite of services including investment management, fiduciary oversight, philanthropic advisory, and holistic family office services. The firm’s dedicated professionals work collaboratively with clients across generations to provide bespoke strategies that address complex family financial dynamics, preserving and growing family wealth in alignment with their values and legacy goals. Whittier... Show More
Job Requirements
- Bachelor’s degree or equivalent experience
- 3-6 years of relevant event planning experience
- Experience with luxury brands or ultra-high-net-worth clients preferred
- Proficiency in Salesforce and event management software such as Cvent or Blackthorn
- Excellent organizational and multitasking skills
- Strong communication and negotiation skills
- Ability to work flexible hours including evenings and weekends
- Commitment to confidentiality and discretion
- Solutions-focused approach under pressure
Job Qualifications
- Bachelor’s degree in Marketing, Communications, Hospitality, or related field or equivalent experience
- 3-6 years of event planning experience preferably in financial, professional services, or luxury brand sectors
- Proven success managing logistics for multi-city or high-touch events
- Experience with ultra-high-net-worth clients or luxury environments preferred
- Proficiency with CRM systems like Salesforce for guest management and event reporting
- Skilled in managing event budgets and measuring ROI
- Demonstrated professionalism in client-facing roles
Job Duties
- Plan, coordinate, and execute high-quality events aligning with business objectives
- Source and secure venues, negotiate contracts, and manage vendor relationships
- Oversee budgets, timelines, and logistics from setup through teardown
- Collaborate with marketing and business development teams to manage guest lists, invitations, and RSVPs
- Serve as on-site host ensuring seamless guest experience
- Develop event collateral in partnership with marketing and brand teams
- Anticipate and manage risks or disruptions during events
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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