Specialist - Trust Administration

Job Description

Job Description

Position Function :

Assist Personal Trust Officers with the administration of IRA, agency, trust, probate, and guardianship accounts. Fulfill routine account administration needs in the Trust Officer’s absence.

Senior :

Use independent judgment and discretion to perform essential functions.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

• Perform administrative / compliance reviews, correspondence, and service clients.
• Assist trust officers with satisfying internal and external audit requirements.
• Administrative tasks include client bill payments, account distributions and fund transfers, preparation of account reviews and memos for Trust Management Committee and Board Trust.
• Coordinate account set up and closing with Operations personnel. Assist with asset transfers.
• Input and retrieve information and generate reports from trust accounting system, and other duties as assigned.
• Obtain quotes from third party providers (appraisal, contracting, real estate rental / sales, insurance, etc.).

Minimum Qualifications :

Education :

Experience : Specialist I :

Specialist II :

Specialist III :

Senior Specialist :

Physical Requirements & Working Conditions :

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.