Whittier Trust Company
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Receptionist/Admin Assoc
role at
Whittier Trust Company
Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century‑long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the services to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client‑focus, collaboration, performance and accountability, family orientation and long‑term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
Job Purpose The Receptionist/Administrative Associate is a valued member of the Orange County office. The successful candidate will be responsible for setting the tone of the office. The Receptionist/Administrative Associate’s primary responsibility is to provide support to the Orange County office concentrating on outstanding reception support. The right candidate will be able to work in a small team environment with a can‑do attitude, the ability to find a solution to every problem and the capability to multi‑task. We are looking for a friendly, kind and hardworking member of our expanding and entrepreneurial team.
Essential Functions
Answering main phone line
Meeting and greeting all visitors
Meeting facilitation including catering orders and meeting room management
CRM management and entry
Kitchen and common space preparation, organization and maintenance
Ordering and management of supplies - both office and kitchen
Incoming and outgoing mail including FEDEX, UPS
Invoice processing
Facilities management including outside services providers
Internal office events (holiday party, etc.)
Expense report management for senior team members
Ad hoc duties, as required
3+ years in a similar office environment
Excellent working knowledge of Microsoft Office programs including Word, PowerPoint and Excel
Working knowledge of CRM (Microsoft), DMS (Laserfiche) an advantage
Working knowledge of invoicing and expense reporting program
Qualifications & Experience
Detail‑oriented aptitude; a high degree of accuracy is required
The ability to exercise independent judgment
High energy and customer service oriented
Strong proficiency with Microsoft Office suite especially Excel and Word
A friendly professional demeanor and ability to excel in a team‑oriented environment
Effective verbal and written communication skills
High integrity with diligent work ethic
Ability to manage time effectively, set priorities and meet deadlines
Ability to learn and adapt to change
Desired Qualifications - 4‑year degree from recognized university (preferred not essential) or relevant experience
Compensation Base salary range
$55,000 - $70,000 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.
Equal Opportunity Employer Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Receptionist/Admin Assoc
role at
Whittier Trust Company
Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century‑long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the services to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client‑focus, collaboration, performance and accountability, family orientation and long‑term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
Job Purpose The Receptionist/Administrative Associate is a valued member of the Orange County office. The successful candidate will be responsible for setting the tone of the office. The Receptionist/Administrative Associate’s primary responsibility is to provide support to the Orange County office concentrating on outstanding reception support. The right candidate will be able to work in a small team environment with a can‑do attitude, the ability to find a solution to every problem and the capability to multi‑task. We are looking for a friendly, kind and hardworking member of our expanding and entrepreneurial team.
Essential Functions
Answering main phone line
Meeting and greeting all visitors
Meeting facilitation including catering orders and meeting room management
CRM management and entry
Kitchen and common space preparation, organization and maintenance
Ordering and management of supplies - both office and kitchen
Incoming and outgoing mail including FEDEX, UPS
Invoice processing
Facilities management including outside services providers
Internal office events (holiday party, etc.)
Expense report management for senior team members
Ad hoc duties, as required
3+ years in a similar office environment
Excellent working knowledge of Microsoft Office programs including Word, PowerPoint and Excel
Working knowledge of CRM (Microsoft), DMS (Laserfiche) an advantage
Working knowledge of invoicing and expense reporting program
Qualifications & Experience
Detail‑oriented aptitude; a high degree of accuracy is required
The ability to exercise independent judgment
High energy and customer service oriented
Strong proficiency with Microsoft Office suite especially Excel and Word
A friendly professional demeanor and ability to excel in a team‑oriented environment
Effective verbal and written communication skills
High integrity with diligent work ethic
Ability to manage time effectively, set priorities and meet deadlines
Ability to learn and adapt to change
Desired Qualifications - 4‑year degree from recognized university (preferred not essential) or relevant experience
Compensation Base salary range
$55,000 - $70,000 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.
Equal Opportunity Employer Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr