Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $55,000.00 - $70,000.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
vision coverage
401(k)
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 rich history rooted in a century-long entrepreneurial tradition by its founding family, Whittier Trust has evolved into a trusted partner managing private family assets with a personalized consulting approach. This approach is designed to meet the complex needs of family situations while preserving wealth across generations. Their multi-family office services include investment management, fiduciary services, philanthropic advisory, and comprehensive family office solutions. The company prides itself... Show More
Job Requirements
- 3+ years in a similar office environment
- excellent working knowledge of Microsoft Office programs including Word, PowerPoint and Excel
- working knowledge of CRM (Microsoft) and document management system (Laserfiche) is an advantage
- working knowledge of invoicing and expense reporting programs
Job Qualifications
- detail-oriented aptitude with a high degree of accuracy
- ability to exercise independent judgment
- high energy and customer service oriented
- strong proficiency with Microsoft Office suite especially Excel and Word
- friendly professional demeanor with ability to excel in a team-oriented environment
- effective verbal and written communication skills
- high integrity and diligent work ethic
- ability to manage time effectively, set priorities and meet deadlines
- ability to learn and adapt to change
Job Duties
- Answering main phone line
- meeting and greeting all visitors
- meeting facilitation including catering orders and meeting room management
- CRM management and entry
- kitchen and common space preparation, organization and maintenance
- ordering and management of office and kitchen supplies
- managing incoming and outgoing mail including FEDEX and UPS
- processing invoices
- facilities management including coordinating with outside service providers
- organizing internal office events such as holiday parties
- managing expense reports for senior team members
- performing ad hoc duties as required
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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