Personal Trust Service Representative

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

Job summary

First Hawaiian Bank seeks a detail-oriented Personal Trust Service Representative to support Trust Administrators in day-to-day management of personal trust, investment managed, and custody accounts, working with clients and internal teams.

You will assist in account setups, asset handling, distributions, and file maintenance while ensuring compliance and accurate documentation. A strong emphasis on clear communication and timely task execution is required.

Qualifications

• 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.
• 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
• Proactive and able to work independently
• Occasional customer contact

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.
• Monitor and escalate issues to ensure compliance requirements.
• Communicate with clients, co-fiduciaries, beneficiaries, and internal teams

Skills

Customer service

Clerical work

Attention to detail

Communication

Time management

Discretion

Education

Associate’s degree in Business or related field

Tools

Microsoft Office

Word

Excel

PowerPoint

Access

Visio

SEI Wealth Platform

Extra

RMS

Job description

Join the First Hawaiian Bank ‘ohana, where our culture flourishes with purpose. We prioritize the 3 C’s – Caring, Character and Collaboration – ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 13 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth. Experience the thrill of a dynamic environment paired with a comprehensive training program. Plus, enjoy the perks of our competitive compensation and benefits package. If you are ready for a career that empowers you to thrive, your journey starts here.

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

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

Proactive and able to work independently

Occasional customer contact

Benefits

We proudly offer a comprehensive benefits program for all employees. For more information,
We value you!
At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates. For our full EEO statement, please visit www.fhb.com/careers . Mahalo for choosing First Hawaiian Bank!
At First Hawaiian Bank, it all starts with YES!