What are the responsibilities and job description for the Personal Trust Sr. Service Representative position at First Hawaiian Bank?
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.
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 hourly range for this role is $18.51 to $32.07/hour; 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
Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn, Instagram, Facebook pages. Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members
If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
Salary : $19 - $32
