Teams 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.