What are the responsibilities and job description for the Cash Processing Clerk/Bill Pay position at Whittier Trust?
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.
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
DESIRED EXPERIENCE
PERSONAL CHARACTERISTICS
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.
Salary : $45,000 - $55,000
