Assist clients with family office (including rent collection, management of loans/notes/mortgages, bill pay, property and casualty insurance, life insurance, cash flow, personal budgeting, banking and lending needs, private aviation needs, private personal and cyber security, tax payments, social security, health care, appraisals for property, etc.). The SVP Client Advisor and Office Manager is a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in the Western region, nationally and within their local region.