We are currently seeking a detail-oriented, customer-focused Personal Trust Sr.
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 annual salary range for this role is $38,501-$66,706/year; commensurate with experience.
*The ideal candidate will have*
* At least 3 years of experience in financial services, general banking, trust administration, and/or customer service.
* Bachelor’s degree and/or equivalent work experience.
* Ability to maintain integrity and produce accurate work product.
* 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
* Good time management skills
* Proactive and able to work independently
* Occasional customer contact
*About First Hawaiian Bank*
Are you interested in working alongside a group of dynamic thinkers, innovators, and leaders who thrive together as a team? Looking for a fun, collaborative, and challenging environment where you are empowered to make decisions? Would you like the opportunity to grow professionally and personally within a forward-thinking company? If so, you've come to the right place.
At First Hawaiian Bank, we invest in you.
We offer an award-winning training and development program to set you up for success.
We pride ourselves on our company culture and core values: Caring, Character, and Collaboration.
We also offer a comprehensive benefits program, including medical, 401(k), life insurance, tuition reimbursement, paid vacation, retiree benefits, and more!
Job Type: Full-time
Pay: $38,501.
00 - $66,706.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Employee discount
* Flexible spending account
* Health insurance
* Life insurance
* Paid time off
* Professional development assistance
* Referral program
* Tuition reimbursement
* Vision insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
Application Question(s):
* Why are you interested in this role and First Hawaiian Bank?
* What are your salary expectations?
Education:
* Bachelor's (Preferred)
Experience:
* financial services: 3 years (Preferred)
Ability to Relocate:
* Honolulu, HI 96813: Relocate before starting work (Required)
Work Location: In person
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