Trust Services Associate - Client-Focused Bank Support

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

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.