6 hours
2018-05-222018-06-21

Institutional Service Account Administrator

Bank of Hawaii
Oahu, HI
  • Job Code
    154306

Institutional Service Account Administrator-1800372
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 an Account Administrator

Under the direction of the Team Leader, this position supports Officer(s) in the administration of foundation accounts where the Bank is acting as trustee, agent, or custodian.  Performs daily operational activities of accounts and provides the highest level of customer service to clients, trust attorneys, CPAs, distribution committee members and beneficiaries.  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 Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

 

We’ll give you these important responsibilities…

  • Serves as liaison between clients (internal and external), officers, CPAs, trust attorneys and other support units in researching/responding to requests for information, including, but not limited to, audit requests, court masterings, tax returns and distributions under the overall administration of assigned relationships.  Effectively coordinates and communicates with team to ensure requests are met on a timely and efficient basis.  Handles day-to-day account administration activities as assigned by Team Leader and/or Trust Officer, including, but not limited to reviews of daily reports, account openings and closings, deposits, grant payments, expense reimbursements and requesting investment trades.  Proactively prepares memos and internal and external correspondence. 
  • Partners with and assists officers in recognizing errors and issues, researching and resolution of issues and following through to prevent recurrence. 
  • Reviews at least annually all assigned relationships for compliance with document requirements and with department policies and procedures.  Actively ensures compliance with all IS Policies and Procedures, the Bank of Hawaii Code of Business Conduct & Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements.  Monitors and controls risks in all aspects of account administration which entails preparing required administration reviews and solving identified issues timely and by deadlines.  Keeps informed of current bank policies and procedures, federal laws and regulations, etc. through the use of TPROC, TPOL, RegU and Blueflash.
  • Provides support to Team Leader and Officer(s) in retention, growth and profitability of assigned client relationships by preparing account opening documents, setting up foundation meetings, organizing logistics of meeting, preparing meeting materials, and taking meeting minutes..
  • Evaluates, recommends and assists with implementing efficiencies to streamline processes and procedures.
  • 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: 

  • Minimum 3 years of experience in private charitable foundations, trust services or equivalent work experience.
  • Must have ability to read and understand standard trust provisions.
  • Understanding of general accounting principles preferred.
  • Prior customer service experience also preferred.

 

Technical Skills: 

  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. 
  • Knowledge of or ability to use Bank software and systems including Star PC, Metavante, Advantage, Dashboard, ES4, Foundant or other equivalent applications.

 

Other Job Qualifications: 

  • Excellent verbal, written and interpersonal communication skills.
  • Must be a good listener, who is able to express complex ideas in concise and simple terms.
  • Should be able to work independently, think critically and be proactive.
  • Requires well developed analytical, problem solving and organizational skills. 
  • Should have proven customer relationship skills.
  • Able to type accurately at least 35 wpm.
  • Must be able to work evenings, weekends and holidays, as necessary and assigned. 

 

 

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 Banking Sales/Services
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting May 14, 2018, 11:32:09 AM
Unposting Date Ongoing

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Institutional Service Account Administrator

Bank of Hawaii
Oahu, HI

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Oahu, hi

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