Whittier Trust Company Benefits Overview

The Client Advisory Associate supports Client Advisors in account management and business development, ensuring high-quality client service and operational efficiency in trust and investment management accounts.

Coordinate and manage tax documentation and return deliverables with third-party vendors and client advisors. Maintain project files and workflow tools, prepare Excel-based reports, facilitate tax payments and filings, and assist with retirement account documents and special projects.

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.