Trust Specialist II

Bank of Hawaii; Honolulu (HI); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of Hawaii is seeking a Trust Administration professional to support Personal Trust and Institutional Services accounts, acting as trustee or agent and overseeing daily fiduciary activities.

The role emphasizes accuracy in account openings, deposits, withdrawals, and investment trades, with attention to compliance and regulatory requirements. Strong communication and analytical skills are essential in this demanding environment.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Ability to read and understand trust documents and ancillary reports.
• 3–4 years of related trust administration experience.
• Proficiency with PC and Microsoft applications, and with banking software such as PC Mobius, Metavante, Advantage and BLUE360.
• Excellent verbal, written and interpersonal communication skills; strong analytical and problem-solving abilities.

Responsibilities

• Provide support in admin of Personal Trust and Institutional Services accounts where bank acts as trustee, personal representative, conservator, guardian or agent.
• Conduct day-to-day fiduciary account administration: openings, deposits/withdrawals, investment trades; prepare memos, reports, budgets, and correspondence.
• Coordinate with front-line officers and Trust Services Group to respond to requests and ensure client/internal partner satisfaction.
• Perform administrative reviews of accounts for compliance with policies, procedures, and regulatory requirements.
• Maintain knowledge of bank policies and laws through trainings and resources; participate in corporate meetings.
• Handle miscellaneous duties as assigned.

Skills

Verbal communication

Written communication

Interpersonal skills

Analytical skills

Problem solving

Education

Bachelor’s degree or equivalent

Tools

PC Mobius

Metavante

Advantage

BLUE360

Microsoft Office

Job description

Job Description

Under the direction of the Manager and Team Lead, this position provides support in the administration of Personal Trust and Institutional Services accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent. Oversees daily operational activities of accounts as well as provides the highest level of service to internal partners, clients, attorneys, CPA’s, beneficiaries and other wealth advisors related to these accounts.

Responsibilities

• Acts as liaison between front line officers and other Trust Services Group (TSG) support units (Trust Operations Support) by researching/responding to/processing transaction and other requests (e.g. using knowledge and understanding of trust documents and legal requirements).
• Accomplishes day-to-day fiduciary account administration activities, including, but not limited to new account opening, deposits and withdrawals of cash and assets, and investment trades. Prepares memos, reports, budgets, and internal and external correspondence, as appropriate.
• Partners with and assists in recognizing issues and errors, researching and resolving issues, and follows through to ensure client/internal partner satisfaction and to prevent recurrence.
• Assists in performing administrative reviews of all assigned accounts for compliance with document requirements and with company and department policies and procedures. Actively ensures compliance with all TSG Policies and Procedures, the Code of Business Conduct & Ethics and all applicable laws and regulations, information security and suspicious activity reporting requirements.
• Maintains knowledge and understanding of bank policies and procedures, federal laws and regulations, etc., by attending and participating in Personal Trust monthly meetings and through the use of TPROC, TPOL, RegU and Blueflash. Participates in required corporate and business line training in these areas.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent work experience.
• Requires the ability to read and understand various trust and related documents, ancillary reports, etc.
• Minimum of 3 - 4 years related work experience for a trust company, law firm, etc. or equivalent work experience.
• Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and PowerPoint) or similar software. Knowledge of or ability to use banking-related software such as PC Mobius, Metavante, Advantage and BLUE360.
• Uses initiative to work in a demanding environment that requires a self-starter. Able to adapt quickly and willingly embrace change. Excellent verbal, written and interpersonal communication skills. Able to work independently. Must have well developed analytical and problem solving skills. May on occasion be asked to participate in corporate events on holidays, weekends and evenings.

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.