Cash Processing Clerk/Bill Pay

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.

This is an in office position.

PRIMARY RESPONSIBILITIES
Primary responsibilities include, but are not limited to the following:

• Receiving requests for client cash transactions from Client Advisor team


• Analyzing money market/cash positions in client accounts prior to entering transactions to ensure sufficient cash  


• Entering transactions into trust accounting system for routing to Operations Department


• Acting as liaison between Client Advisors and Operations as questions arise


• Processing client bill pay and assisting in management of daily related Bill Pay processes

DESIRED EDUCATION

• Bachelors degree preferred but not essential

DESIRED EXPERIENCE

• 1-2 years of data entry or similar experience

PERSONAL CHARACTERISTICS  

• Superior skills and experience with Microsoft Office


• Excellent written and oral communication skills


• Superior organizational skills


• General office administration and clerical experience


• Meticulous attention to detail


• Strong people skills


• Client service focus


• Effective verbal and written communication skills


• High integrity with a diligent work ethic


• Team/people oriented


• Highly organized with good time management skills

COMPENSATION

Base salary range

$45,000 - $55,000 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.