Personal Trust Service Representative

First Hawaiian Bank; Honolulu (HI); On-site; USD 25,000 - 33,000; Full time

Job summary

First Hawaiian Bank is seeking a detail-oriented Personal Trust Service Representative to join the Personal Trust Team. You will support Trust Administrators in daily administration of personal trust, investment managed and custody/agency accounts, meeting client and internal needs while assisting in account setup and compliance.

The role entails standard business hours, with an hourly compensation range from $18.25 to $24.00, commensurate with experience.

Qualifications

• Associate’s degree in Business or related field or equivalent work experience.
• 2 years of experience in customer service and/or clerical work.
• Familiarity with Microsoft Office including Word, Excel, and PowerPoint; Access and Visio helpful.
• Experience in financial services – wealth management, trust administration, tax, and banking or brokerage house helpful.

Responsibilities

• Provide support to Trust Administrators in daily administration of personal trust, investment managed and custody/agency accounts.
• Assist in setup of accounts, assets, distributions, disbursements, and working files.
• Monitor and escalate issues and meet compliance requirements.

Skills

Customer service

Attention to detail

Time management

Communication

Multitasking

Discretion with confidential info

Organizational skills

Education

Associate’s degree in Business or related field

Tools

SEI Wealth Platform

Extra

RMS

Microsoft Office (Word, Excel, PowerPoint)

Access/Visio helpful

Job description

Job Description

We are currently seeking a detail-oriented, customer-focused Personal Trust Service Representative to join our Personal Trust Team. In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

Job Description

We are currently seeking a detail-oriented, customer-focused Personal Trust Service Representative to join our Personal Trust Team. In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

Work Schedule

Monday - Friday 8:00AM - 5:00PM (Hours may vary)

Compensation

The hourly range for this role is $18.25 to $24.00/hour; commensurate with experience.

Responsibilities

In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel. You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.

Qualifications

The ideal candidate will have

• Work experience in financial services – wealth management, trust administration, tax, general banking or brokerage house helpful.
• Associate’s degree in Business or related field, or equivalent work experience.
• 2 years of experience in customer service and/or clerical work.
• Work experience in financial services - wealth management, trust administration, tax, general banking or brokerage house helpful
• Familiarity with Microsoft Office, including Word, Excel, and PowerPoint. Access and Visio helpful
• Ability to learn Trust-specific software programs, such as SEI Wealth Platform, Extra and RMS
• Ability to verbally communicate effectively with individuals and in a group setting
• Ability to draft and edit reports or correspondence in proper form preferred
• Ability to meet deadlines, establish and maintain priorities and work under time constraints with interruptions
• Ability to understand and assimilate information
• Possesses attention to detail with excellent follow-through
• Ability to manage detailed information with accuracy
• Ability to use judgment and discretion regarding confidential information is essential
• Ability to work in a fast-paced, high volume environment is critical
• Ability to work under pressure with multiple deadlines
• Ability to handle multiple tasks and to meet strict deadlines on a daily basis
• Good time management skills
• Proactive and able to work independently
• Occasional customer contact