Whittier Trust Fee Processing SpecialistWhittier 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 SummaryThe Fee Processing Specialist supports the daily administration of client fee billing across Whittier Trust's book of business, ensuring fees are established, calculated, and collected accurately and on time.
This role requires attention to detail, strong reconciliation skills, and close coordination with advisors, custodians, and internal teams. The specialist also works closely with Compliance to facilitate audit responses and provide supporting documentation.Key Responsibilities:Account & Fee SetupCalculation & ReconciliationOutside Custodian CoordinationReporting & Data QualityCompliance & Audit SupportGeneral ResponsibilitiesDesired EducationBachelor's degree from an accredited 4-year universityIndustry certification an advantage but not essentialWillingness to continue educationDesired ExperienceSuperior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.Excellent written and oral communication skills.Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines.General office administration and clerical experience.Excellent attention to detail with the ability to exercise independent judgment.Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations.Ability to learn new processes and programs and desire to grow with the company.Personal CharacteristicsStrong people skillsClient service focusEffective verbal and written communication skillsHigh integrity with a diligent work ethicTeam/people-orientedHighly organized with good time management skillsMeticulous attention to detailValid driver's license and the ability to travel by airplane.CompensationBase salary range $75,000 - $90,000 annuallySalary 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.
Billing Analyst in pasadena at Unknown Company
This position is listed as full time and onsite.