Jobs at Whittier Trust Company

Provides end-user help desk support and maintains the Newport office’s workstations, servers, networking equipment, applications, and Microsoft 365 environment. Administers accounts, permissions, security controls, patching, software deployment, onboarding, offboarding, documentation, and ITSM systems. Owns technical projects, improves business and IT processes, and escalates security incidents. Requires occasional travel to San Diego and offers growth opportunities in cybersecurity, Azure, automation, and integrations.

Manage monthly and annual close activities for assigned entities, including journal entries, reconciliations, financial statements, tax filings, investment activity, budgets, and audit support. The role coordinates with clients, tax advisors, accountants, fund administrators, and other providers while maintaining accurate intercompany balances and resolving discrepancies. It also reviews invoices and payments, supports alternative investment and K-1 reporting, and provides financial analysis and client communications.

Summer 2027 internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom report creation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with client presentations and events, synthesize investment research, and present a major project to the Investment team.

Summer 2027 finance internship supporting client advisors and portfolio managers through account management, financial modeling, market and company research, portfolio analysis, performance tracking, custom reporting, and client presentation preparation. The role also includes Salesforce data organization, administrative support, research presentations, and a major investment-related project. Candidates should demonstrate strong academics, quantitative ability, advanced Excel and Microsoft Office skills, communication, intellectual curiosity, and interest in wealth management.

Supports Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, custom reporting, performance tracking, and client presentation preparation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; analyze investment and economic data; assist with client events and administrative tasks; and complete a major research project for the investment team.

Provides wealth-management client advisory services for high-net-worth families, including trust and estate-related administration, account management, investment review coordination, asset transfers, and cross-department collaboration. Develops new business through prospecting and professional networks, supervises account processes, supports client meetings, prepares documentation and reviews, and delivers personalized service. Requires extensive industry experience, strong business development capability, client-service skills, and knowledge of trusts, investments, tax coordination, and family office services.