Whittier Trust
As of 1 November 2026, Whittier Trust has 19 open roles (6 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Excel, Addepar and Salesforce as the tools the team works in.
As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- high-net-worth individuals, families, businesses
- Certifications on site
- Site languages
- EN
- Career system
- Ukg
Whittier Trust in one screen
Read from whittiertrust.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Whittier Trust is a wealth management firm that provides investment management, family office, trust and fiduciary, philanthropy, real estate, and estate planning services for high-net-worth individuals, families, businesses, and foundations. Its offerings include portfolio management, asset protection, tax and succession planning, and foundation services. It positions itself as a multigenerational wealth partner.
Named on the site: high-net-worth individuals, families, businesses, foundations.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 570 scored.
What Whittier Trust says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel• Assisting with organizing and streamlining client and business development information on Salesforce• Provide end-user support through the help desk ticketing system (Ivanti).• Provide support for Windows workstations and Azure servers.• Microsoft 365 (Exchange Online, SharePoint, OneDrive, Teams) and Microsoft Entra ID/Azure• Manage user accounts, licenses, security groups, and permissions within the Microsoft 365 environment, including Exchange Online, Teams, SharePoint, and OneDrive.• Manage user accounts, licenses, security groups, and permissions within the Microsoft 365 environment, including Exchange Online, Teams, SharePoint, and OneDrive.• Provide support for Windows workstations and Azure servers.• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel• Advanced computer skills across all Microsoft Office programs.• Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.• Must have excellent computer skills with knowledge and experience in Microsoft Office including advanced Excel, Word, and Outlook.Vendors whose code loads on whittiertrust.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
19 open roles, 17 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 7 · 4 |
| Unclassified | 7 · 0 |
| IT operations & business systems | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Whittier Trust to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Whittier Trust
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 570 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Whittier Trust (, United States, 51-200 employees) has 19 open roles, 6 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/whittiertrust.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from whittiertrust.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Ukg career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Whittier Trust: questions
Does Whittier Trust use Microsoft Excel?
Yes, by the company's own words: 10 postings name it, first seen 2026-09-11, in the unclassified team.
Is Whittier Trust hiring?
19 open roles as of 1 November 2026, 6 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From whittiertrust.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Ukg) hourly since. Headcount is from LinkedIn.
Who should I write to at Whittier Trust?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
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