Whittier Trust Company · 3 weeks ago
Receptionist/Admin Associate
Whittier Trust Company is the oldest privately owned multi-family office on the West Coast, focused on providing exceptional client service and customized investment solutions. The Receptionist will ensure a memorable experience for guests and staff, manage front desk operations, and provide administrative support to the executive team.
Finance
Responsibilities
Maintain professional front desk presence, greeting and assisting visitors
Handle phone communications, messages, and general inquiries
Coordinate meeting room schedules and manage conference room bookings
Process mail, packages, and courier services
Coordinate with front desk coverage team
Support Executive Team with administrative tasks including calendaring, travel and meeting coordination and client gifting
Process expense reports and invoice processing via Concur
Help prepare client presentations and general client communications
Assist with Reno office new hire set-up and terminated employee processing
Maintain office documentation and organizational charts
Assist with employee onboarding and offboarding
Assist with planning and organizing office events
Manage office supplies and kitchen inventory
Ensure cleanliness of reception, common areas, and conference rooms
Monitor building security and visitor access
Maintain disaster recovery plan and safety program
Maintain organizational and seating charts
Qualification
Required
Professional presence and appearance
Pleasant demeanor and can-do attitude, willingness to help others and go above and beyond
High proficiency in Microsoft Office Suite applications, including, Outlook, Word, Excel, PowerPoint, Acrobat
3 - 5 years of reception experience or similar customer service-oriented role, i.e. hotel concierge
Able to listen, remember and recall oral instructions provided by others and ask for clarification
Ability to work and exercise sound judgment with minimal supervision
Capacity to work collaboratively, taking initiative as appropriate and following direction
Strong organizational and communication skills with ability to multi-task, effectively prioritizing projects for multiple team members in an efficient and timely manner
Able to maintain calendar and schedule meetings
Preferred
Experience with Concur or similar invoicing/expense software, preferred not essential
College preferred, but NOT essential
Benefits
Medical
Dental and vision coverage
401(k)
Life insurance
Paid time off
Wellness Program
Annual bonus
Incentive pay
Equity
Company
Whittier Trust Company
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin.
Funding
Current Stage
Growth StageRecent News
Morningstar.com
2025-09-23
2025-09-04
Company data provided by crunchbase