1 day old
2018-08-122018-09-11

Trust Specialist

Bank of Hawaii
Oahu, HI
  • Job Code
    157306

Trust Specialist-1800612
Description

Does this sound like you?

Are you ambitious?  Want to make a difference in people’s lives?  Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver?   If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  Here you can be at the forefront of whatever you do. Welcome to your tomorrow!

 

A day in your life as a Trust Specialist

Under the direction of the Manager, this position supports Account Officer(s) in the relationship building and administration of accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent.  Oversees daily operational activities of accounts as well as provide the highest level of customer service to clients, attorneys, CPA’s, beneficiaries and other wealth advisors related to these accounts.  Assists in business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

 

We’ll give you these important responsibilities…

  • Acts as liaison between clients, officers and other Trust Services Group(TSG) support units by researching/responding to information requests (e.g. using knowledge and understanding of documents and legal requirements to handle discretionary distributions, tax planning, trust funding, trust termination, etc.)
  • Accomplishes day-to-day account administration activities, including, but not limited to daily reports, account set-ups, deposits and withdrawals of cash and assets, and requesting investment trades.  Prepares memos, reports, budgets, and internal and external correspondence, as appropriate.
  • Partners with and assists officer in recognizing issues and errors, researching and resolving issues, and follows through to ensure client satisfaction and to prevent recurrence.
  • Annually reviews 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 Bank of Hawaii 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

…if you come to us with these qualifications…

Education:

  • Bachelor’s degree from an accredited institution or equivalent work experience.

 

Experience:

  • Requires the ability to read and understand various trust and related documents, ancillary reports, etc.
  • Minimum 1 - 2 years related work experience for a trust company, law firm, etc. or equivalent work experience.

 

Technical Skills:

  • 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.

 

Other Job Qualifications:

  • 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.

 

 

 

Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change.  We are constantly finding creative ways to deliver leading edge financial services to our customers.  Now, we’re embracing change with our new 21st century banking.

 

It’s our people who help us succeed in offering first class service and products to our customers.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

 

Job Function Administration
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Aug 6, 2018, 10:34:20 AM
Unposting Date Ongoing

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Bank of Hawaii
Oahu, HI

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