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Trust Services Group Operations Specialist

Bank of Hawaii


Location:
Oahu, HI
Date:
03/28/2017
Job Code:
134725
Categories:
  • Financial Services
Bank of Hawaii
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Job Details


Trust Services Group Operations Specialist-1700060
Description

Under the direction of the Section Manager and/or Supervisor, the position is responsible for accurate processing and reporting of trust payables, receivables, new and terminating account,   securities settlement and custody, document preparation and review, records management, and trust system maintenance.  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.

In addition, this position is responsible for demonstrating the Excellence in Sales/Service (ESS) philosophy by participating in and practicing ESS disciplines and behaviors.

 

Administration

  • Accomplishes day-to-day account administration activities, including deposits and withdrawals of cash and assets,   balancing of transactions, and interface functions.
  • Coordinates support division functions to ensure accurate and timely account activities and maintains current and accurate information on the trust computer/accounting system
  • Administers accounts per policy and procedures, laws and regulations, and governing documents. 
  • Responds to all internal and external client requests on a timely basis. 
  • Independently handles all operational requirements of accounts. 
  • Completes various memos, reports, balancing functions, and internal and external correspondence, as appropriate. 
  • Tracks delinquencies and works with the appropriate Trust Officers for resolution.
  • Reviews documentation for requirements and compliance. Responds to internal and external auditors’, financial institutions’, vendors’ and agencies’ requests verbally and in writing.

 

Accounting Processes

  • Assists and trains Trust Officers and Trust Specialists to process various types of accounting and securities transactions necessary for the proper administration of trust and custody accounts.
  • Works independently to perform complex processing requirements. Performs research to resolve problems, initiating corrective actions and following through to ensure client’s satisfaction and to prevent recurrence.

 

Department Policies and Procedures

  • Assists in establishing and maintaining policies and procedures relative to the department’s function.
  • Coordinates and participates in testing of system updates, enhancements, conversions, and process improvements.
  • Provides back-up support to other department supervisors and managers, internal and external customers, and technical support staff to ensure uninterrupted workflow.
  • Provides back-up support to other department supervisors and managers, internal and external customers, and technical support staff to ensure uninterrupted workflow.
  • Performs and coordinates section related projects as required. 
  • Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation. Keeps informed of current bank policies and procedures, governmental laws and regulations. 
  • Attends ongoing product training and maintains and develops personal and technical skills relative to the position

Qualifications
Education
  • College Degree in related field or equivalent work experience
Experience
  • At least three years of experience in the financial services area is highly recommended
Technical Skills
  • Demonstrated proficiency in the use of a PC/computer based software to include word processing, spreadsheets and database programs.
Other Job Qualifications
  • Demonstrated written and verbal communications skills. 
  • Strong research, analytical, and interpersonal skills. 
  • Demonstrated organizational skills and attention to detail.
  • For selected areas, must be able to push a file cart, lift up to 25 pounds, use a step stool for filing and retrieving folders, bend and stretch

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
Job Function Bank Operations
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Jan 12, 2017, 8:31:59 AM
Unposting Date Ongoing

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