Teams at Whittier Trust Company

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.

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

The Operations Unit Manager oversees client fee records management, leads a small team, develops procedures, audits submissions, and prepares fee reports for senior management.