Whittier Trust Company
Officer, Client Advisor - Philanthropic Services
Whittier Trust Company, Pasadena, California, United States, 91122
Overview
The Officer, Client Advisor, Philanthropic Services will provide outstanding client service through support of a portfolio of private foundations, donor-advised funds and nonprofit endowments and will contribute toward the growth of the department and firm. On each client relationship, the Officer, Client Advisor will work under the direction of a VP or SVP, Client Advisor. If applicable, they will also work collaboratively with a Portfolio Manager. The position requires the ability to interface independently with clients and their professional advisors and exercise judgment as to when a Senior Client Advisor needs to be called in to handle a particular request. This role will require some travel (mostly in the western United States). Key Responsibilities
The essential functions include, but are not limited to, the following: Client Service
Serve as the Grants Manager for a portfolio of private foundations and donor-advised funds, under the supervision of a Client Advisor; Oversee tax/audit/legal/compliance matters; Initiate check/ACH/wire requests for payment of grants and expenses; Develop materials in support of board meetings; Provide comprehensive administrative support for our clients’ grantmaking, including manage grants through our online grants management database, generate grant-related correspondence, conduct grantee diligence and research, coordinate/attend site visits, and monitor outcomes; Collaborate with members of Whittier Trust’s Investment, Client Advisory, Tax and Accounting Departments, and with clients’ outside professionals to provide necessary information and reports; and Ad hoc projects, as required. Business Development
Attend firm networking events; Community involvement – participation in local organizations that may lead to new Whittier Trust relationships; Participate (in a support role) in efforts to bring in new firm clients including outreach to/develop relationships with referral sources and potential clients; and Learn how to talk about and promote the Five Pillars of the firm. Qualifications
Bachelor’s degree, required. Advanced degrees (MBA, JD) and/or certifications (CAP, CTFA, CFP) preferred, not essential. A minimum of three years of relevant work experience within the wealth management industry. Desired Experience & Skills
Previous experience working with high-net-worth individuals and their family members is preferred not essential. Strong organizational and administrative skills. Previous client management experience focusing on the utilization of good judgment with minimal supervision. Excellent interpersonal skills including the ability to exercise empathy and compassion. Impeccable oral and written communication skills. Direct or supportive business development experience preferred, not essential. A minimum of willingness to effectively network with identifying referral sources, required. Demonstrated ability to work collaboratively including: Demonstrated history of working within a team structure; and Ability to coordinate closely with other company departments (tax, operations, investment, client administration, marketing), and ability to work collaboratively and collegially with supervisors, subordinates and other professionals in the firm. Passion for philanthropy. While direct work experience in a philanthropic organization is not required, Philanthropic Services Client Advisors must have a demonstrated commitment to the nonprofit sector through previous client advisory service, nonprofit Board service and/or volunteering. Compensation
Base salary range $85,000 - $110,000 annually Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
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The Officer, Client Advisor, Philanthropic Services will provide outstanding client service through support of a portfolio of private foundations, donor-advised funds and nonprofit endowments and will contribute toward the growth of the department and firm. On each client relationship, the Officer, Client Advisor will work under the direction of a VP or SVP, Client Advisor. If applicable, they will also work collaboratively with a Portfolio Manager. The position requires the ability to interface independently with clients and their professional advisors and exercise judgment as to when a Senior Client Advisor needs to be called in to handle a particular request. This role will require some travel (mostly in the western United States). Key Responsibilities
The essential functions include, but are not limited to, the following: Client Service
Serve as the Grants Manager for a portfolio of private foundations and donor-advised funds, under the supervision of a Client Advisor; Oversee tax/audit/legal/compliance matters; Initiate check/ACH/wire requests for payment of grants and expenses; Develop materials in support of board meetings; Provide comprehensive administrative support for our clients’ grantmaking, including manage grants through our online grants management database, generate grant-related correspondence, conduct grantee diligence and research, coordinate/attend site visits, and monitor outcomes; Collaborate with members of Whittier Trust’s Investment, Client Advisory, Tax and Accounting Departments, and with clients’ outside professionals to provide necessary information and reports; and Ad hoc projects, as required. Business Development
Attend firm networking events; Community involvement – participation in local organizations that may lead to new Whittier Trust relationships; Participate (in a support role) in efforts to bring in new firm clients including outreach to/develop relationships with referral sources and potential clients; and Learn how to talk about and promote the Five Pillars of the firm. Qualifications
Bachelor’s degree, required. Advanced degrees (MBA, JD) and/or certifications (CAP, CTFA, CFP) preferred, not essential. A minimum of three years of relevant work experience within the wealth management industry. Desired Experience & Skills
Previous experience working with high-net-worth individuals and their family members is preferred not essential. Strong organizational and administrative skills. Previous client management experience focusing on the utilization of good judgment with minimal supervision. Excellent interpersonal skills including the ability to exercise empathy and compassion. Impeccable oral and written communication skills. Direct or supportive business development experience preferred, not essential. A minimum of willingness to effectively network with identifying referral sources, required. Demonstrated ability to work collaboratively including: Demonstrated history of working within a team structure; and Ability to coordinate closely with other company departments (tax, operations, investment, client administration, marketing), and ability to work collaboratively and collegially with supervisors, subordinates and other professionals in the firm. Passion for philanthropy. While direct work experience in a philanthropic organization is not required, Philanthropic Services Client Advisors must have a demonstrated commitment to the nonprofit sector through previous client advisory service, nonprofit Board service and/or volunteering. Compensation
Base salary range $85,000 - $110,000 annually Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
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