SVP-Assoc General Counsel

Company: Whittier Trust Co
Location: Pasadena
Posted on: May 25, 2023

Job Description:

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page:Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest 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 to help them reach their long-term goals is our only mission.

Our staff of 250 dedicated professionals works with approximately 550 clients and their families to deliver a broad array of services including investment management and consulting, fiduciary, philanthropic and family office. Our founding family's century-long history of energy and real estate investing continue to guide our activities for clients today. Entrusted with $20 billion of private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.Whittier Trust attracts professionals who want to spend the vast majority of their day in 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 very low - evidencing a high level of engagement and career fulfillment.This position manages high net worth clients. -It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning. -A high priority goal for this position is the development of new business. -This is accomplished by working independently, as well as with staff across the organization, through professional networking and direct solicitation of qualified prospects. The officer should have a strong established network of legal, accounting and other professionals, as well as client prospects. -The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. -The job also requires the ability to travel to call on active clients, referral sources and prospective clients. -All positions are considered in-person with flexibility on a case by case basis.

PRIMARY RESPONSIBILITIES

• Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.
• Overseeing legal aspects of, and working with outside counsel regarding, RIA and captive mutual funds.
• Working with outside counsel, client counsel and internal management on broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment and regulatory issues.
• Participating in compliance and regulatory functions.
• Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.DESIRED EDUCATION
  • Bachelor's degree (B.A) from a four-year college or university
  • Legal qualification (JD) and current membership in CA state barDESIRED EXPERIENCE
    • Minimum of 5 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, securities and corporate expertise.
    • Strong background in advising on fiduciary activities, including trust administration.
    • Excellent analytical skills and judgment.
    • Excellent verbal and written communication and interpersonal skills.
    • Ability to work effectively as part of management team.
    • Ability to evaluate and develop strategies for resolving legal risks and implications.
    • Ability to balance and effectively handle numerous priorities.
    • Membership in California state bar.PERSONAL CHARACTERISTICS
      • 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
      • Meticulous attention to detailCOMPENSATION
        A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
        
        Base salary range: $180,000 - $260,000.QualificationsSkillsPreferred PowerPoint Novice WORD Novice Outlook Novice Communication Novice Emotional Intell Novice Business Devel Novice BehaviorsPreferredTeam Player: Works well as a member of a group Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Dedicated: Devoted to a task or purpose with loyalty or integrity Enthusiastic: Shows intense and eager enjoyment and interest MotivationsPreferredGrowth Opportunities: Inspired to perform well by the chance to take on more responsibility Self-Starter: Inspired to perform without outside help Goal Completion: Inspired to perform well by the completion of tasks Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Keywords: Whittier Trust Co, Pasadena , SVP-Assoc General Counsel, Legal , Pasadena, Texas