Trust Specialist II

Bank of Hawaii

Posted a month ago, valid for 11 days

Honolulu, HI, US

$40,310 - $69,030 per year

Full Time

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Sonic Summary

The position involves supporting the administration of Personal Trust and Institutional Services accounts under the guidance of the Manager and Team Lead.
Responsibilities include overseeing daily operational activities and ensuring high-quality service to clients, attorneys, CPA’s, beneficiaries, and wealth advisors.
Candidates should have a minimum of 3 years of relevant experience in trust or wealth management services.
The role requires strong organizational and communication skills to effectively manage client relationships and account operations.
The salary for this position is competitive and commensurate with experience.

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.

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By applying, a Bank of Hawaii account will be created for you. Bank of Hawaii's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.