Trust Officer

First Hawaiian Inc

Honolulu, HI

JOB DETAILS
SALARY
$73,000–$96,000 Per Year
SKILLS
Accounting Certifications, Bookkeeping, Certified Public Accountant (CPA), Fiduciary, Financial Planning, Insurance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Property Tax, Regulations, Relationship Management, Sales Management, Wealth Management
LOCATION
Honolulu, HI
POSTED
30+ days ago

First Hawaiian Bank is currently seeking an experienced, relationship-focused Trust Officer to join our Personal Trust team.

In this role, you will provide relationship management and account administration of Personal Trust (PT) portfolio in accordance with governing documents, Wealth Management Group (WMG) policies and procedures and applicable laws and regulations. Responsible for coordinating services of asset experts, including but not limited to investment officers, real estate officers, tax managers and insurance experts.

Compensation The annual salary range for this role is $73,000 - $96,000/yr; commensurate with experience.

The ideal candidate will have:

  • Masters degree in business or related field, Juris Doctor, Certified Public Accountant, Certified Trust and Financial Advisor, or equivalent professional experience.
  • 3 years experience in trust administration or equivalent professional experience.
  • Working knowledge of fiduciary principles and trust administration.
  • Proficient in trust related technology and software and Microsoft Office (Word, Excel, and Outlook).

In this role, you will provide relationship management and account administration of Personal Trust (PT) portfolio in accordance with governing documents, Wealth Management Group (WMG) policies and procedures and applicable laws and regulations. Responsible for coordinating services of asset experts, including but not limited to investment officers, real estate officers, tax managers and insurance experts.

About the Company

F

First Hawaiian Inc