Trust Operations & Client Services Specialist

First Hawaiian Bank

Honolulu (HI)

On-site

USD 55,000 - 65,000

Full time

7 days ago

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Job summary

First Hawaiian Bank is seeking an Administrative and Operational Client Service Administrator to join our Trust Retirement Benefits Department in Honolulu, Hawaii. The role focuses on proactive support for front-line officers and clients, managing service requests, ensuring transaction accuracy, and assisting with onboarding, annual reviews, and account closings.

The position requires ERISA industry knowledge and a minimum of three years in the financial sector, including two years in client

Qualifications

Bachelor’s degree in business-related field or equivalent experience.
Knowledge or experience in ERISA industry.
Three (3) years of experience in the financial industry (wealth management, trust, banking, brokerage house) with a minimum of two (2) years of experience maintaining client relationships.

Responsibilities

The Clients Service Administrator provides proactive administrative and operational support to front-line officers and clients, ensuring seamless service delivery. They manage service requests, monitor transaction accuracy, and assist with annual reviews, client onboarding, and account closings. They will make sure to handle daily securities processing with accuracy and efficiency while identifying opportunities for process improvements and streamlining workflows to enhance overall operational effectiveness.