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 Insurance
401(k) retirement 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 providing exceptional client service and highly customized investment solutions to high-net-worth individuals and their families. Established with a rich history of entrepreneurship spanning over a century, this esteemed firm continues to honor its founding family's legacy by delivering tailored financial and fiduciary services that meet the unique and complex needs of legacy families and contemporary entrepreneurs alike. As a multi-family office, Whittier Trust offers a comprehensive suite of services including investment management, fiduciary support, philanthropic advisory, and comprehensive family office services, aimed at protecting... Show More
Job Requirements
- 3 - 5 years of reception experience or similar customer service-oriented role
- High proficiency in Microsoft Office Suite applications
- Ability to listen remember and recall instructions and ask for clarification
- Strong organizational and communication skills
- Capacity to work collaboratively with minimal supervision
- Able to maintain calendar and schedule meetings
Job Qualifications
- Professional presence and appearance
- Pleasant demeanor and can-do attitude willingness to help others and go above and beyond
- High proficiency in Microsoft Office Suite applications including Outlook Word Excel PowerPoint Acrobat
- Experience with Concur or similar invoicing expense software preferred not essential
- 3 - 5 years of reception experience or similar customer service-oriented role i.e. hotel concierge
- Able to listen remember and recall oral instructions provided by others and ask for clarification
- Ability to work and exercise sound judgment with minimal supervision
- Capacity to work collaboratively taking initiative as appropriate and following direction
- Strong organizational and communication skills with ability to multi-task effectively prioritizing projects for multiple team members in an efficient and timely manner
- Able to maintain calendar and schedule meetings
Job Duties
- Maintain professional front desk presence greeting and assisting visitors
- Handle phone communications messages and general inquiries
- Coordinate meeting room schedules and manage conference room bookings
- Process mail packages and courier services
- Coordinate with front desk coverage team
- Support Executive Team with administrative tasks including calendaring travel and meeting coordination and client gifting
- Process expense reports and invoice processing via Concur
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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