Personal Trust Support & Admin Specialist

First Hawaiian Bank

Honolulu (HI)

On-site

USD 25,000 - 33,000

Full time

8 days ago
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

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

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Trust Services Associate - Client-Focused Bank Support
Trust Services Associate - Client-Focused Bank Support

First Hawaiian Bank • Honolulu (HI)

On-site
USD 25,000 - 33,000
Personal Trust Service Manager
Personal Trust Service Manager

First Hawaiian Bank • Honolulu (HI)

On-site
USD 62,000 - 95,000
Personal Trust Service Representative
Personal Trust Service Representative

First Hawaiian Bank • Honolulu (HI)

On-site
USD 25,000 - 33,000
Personal Trust Services Leader
Personal Trust Services Leader

First Hawaiian Bank • Honolulu (HI)

On-site
USD 62,000 - 95,000
Fiduciary Trust Specialist - Admin & Client Liaison
Fiduciary Trust Specialist - Admin & Client Liaison

Bank of Hawaii • Honolulu (HI)

On-site
USD 75,000 - 110,000
Trust Specialist II
Trust Specialist II

Bank of Hawaii • Honolulu (HI)

On-site
USD 75,000 - 110,000
Personal Trust Service Representative
Personal Trust Service Representative

First Hawaiian Bank • Honolulu (HI)

On-site
USD 25,000 - 33,000
Senior Personal Trust Assistant
Senior Personal Trust Assistant

Associated Bank • Green Bay (WI)

On-site
401(k) plan
Pension plan
Volunteer time off
+2
Personal Trust Associate — Client Service & Fiduciary
Personal Trust Associate — Client Service & Fiduciary

Associated Bank • Green Bay (WI)

On-site
401(k) plan
Pension plan
Volunteer time off
+2
Teller (Princeville)
Teller (Princeville)

First Hawaiian Bank • Princeville (HI)

On-site