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)
Life insurance
Paid Time Off
Wellness Program
Job Description
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, known for delivering exceptional client service and highly customized investment solutions tailored to high-net-worth individuals and their families. Founded on a heritage of over a century of entrepreneurship by the Whittier family, this organization continues to embody the values and principles established by its founding generation. Whittier Trust operates with a dedicated team of professionals who specialize in providing a comprehensive range of services including investment management, fiduciary duties, philanthropic advisory, and holistic family office solutions. Their commitment to a consulting approach allows them to create... Show More
Job Requirements
- 3 - 5 years of reception experience or similar customer service-oriented role
- High proficiency in Microsoft Office Suite applications
- Pleasant demeanor and professional presence
- Ability to work independently and exercise sound judgment
- Strong organizational and communication skills
- Able to multitask and prioritize effectively
- Experience with Concur or similar software preferred
- College education preferred but not required
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
- College preferred, but not essential
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
- Help prepare client presentations and general client communications
- Assist with Reno office new hire set-up and terminated employee processing
- Maintain office documentation and organizational charts
- Assist with employee onboarding and offboarding
- Assist with planning and organizing office events
- Manage office supplies and kitchen inventory
- Ensure cleanliness of reception, common areas, and conference rooms
- Monitor building security and visitor access
- Maintain disaster recovery plan and safety program
- Maintain organizational and seating charts
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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