AVP-Operations Unit Manager

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 service 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.

POSITION SUMMARY  

The Operations Unit Manager is responsible for the set-up and maintenance and reporting of client fees.

PRIMARY RESPONSIBILITIES

Responsibilities will include, but not be limited to, the following:

• Manage small team (3-4 Clerks) of the Fee Unit.


• Develop procedures for setting up and maintaining client fee records on the trust accounting system (Global Plus)


• Audit new fee set-up submissions received from client facing front office


• Prepare fee reports for senior management team.

DESIRED EXPERIENCE

• Minimum of 5 years’ experience with a trust accounting systems, preferably Global Plus, in an operations role


• Minimum 5 years’ experience as a supervisor


• Demonstrated experience developing procedures and documentation for both an Operations Department and Front Office personnel.


• Demonstrated ability to work with others including some management and training experience.


• Individual must be a self-starter with the ability to exercise independent judgment.


• Superior organizational and communication skills.


• Ability to adapt quickly to rapidly changing assignments & priorities and to work in a multi-tasking environment needed to perform job successfully.


• The capability to manage and prioritize complex projects with sometimes conflicting deadlines.


• Must have excellent computer skills with knowledge and experience in All Microsoft Office Suites including Word, Excel and Outlook programs.

PERSONAL CHARACTERISTICS

• Strong people skills


• Effective verbal and written communication skills


• High integrity with a diligent work ethic


• Team/people oriented


• Highly organized with good time management skills


• Meticulous attention to detail

DESIRED EDUCATION

• Bachelor’s degree (B.A) from a four-year college or university, preferred not essential.

COMPENSATION

Base salary range

$100,000 - $140,000 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.