- Directly oversees and supervises the daily activities of Trust Administration Officers and/or Trust Administration Specialists. Ensures that various reports for which the section may be responsible are produced timely and accurately. Keeps abreast of accounting and financial reporting requirements, as well as other regulatory and compliance requirements as applicable to job functions (i.e. Bank Secrecy Act (BSA)/Customer Identification Program (CIP)/Customer Due Diligence (CDD)/Enhanced
- Assists in modifying and/or creating and establishing policies and procedures relative to the function. Coordinates workflows and activities of the department to ensure that established goals and objectives are met and policies and procedures are followed.
- Communicates and works closely and collaboratively with other TSG department supervisors and managers, internal and external customers, and technical support staff to ensure uninterrupted and efficient daily volume of workflow. Coordinates as needed to deliver seasonal administrative support to the trust tax department.
- Assists with managing administration and operational activities to ensure service level quality standards and deadlines are met; helps ensure proper operational policies and procedures are in place and followed, controls exercised, and errors corrected timely. Works closely and collaboratively with all members of the Middle Office team to ensure clear lines of communication are in place and proper operational policies and procedures are being followed with proper controls.
- Responsible for the management of all employees in the team including staffing and scheduling, compensation, performance management, training and development. Goal is to attract, retain and motivate the team to achieve management business objectives and maintain a favorable employee relations climate. Responsible for the timely and effective management of Human Resources forms and documents relevant to immediate staff.
- Performs duties of own direct reports and others as needed (Trust Administration Officers and/or Trust Administration Specialists). Serves as back up to other staff within the department as needed.
- Performs and coordinates special projects as required. Conducts research and analysis, recommends alternatives, develops task plans, and ensures implementation.
- Performs all other miscellaneous responsibilities and duties as assigned.
-
Sales Representative
1 day ago
SYSCO Honolulu, United States Full timeCompany: · US0424 Sysco HawaiiZip Code: · 96819Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 25%Compensation Range: · $56, $79,100.00The compensation range provided is in compliance with state specific laws. Factors that may be u ...
-
Registered Nurse
1 day ago
Fresenius Medical Care Waipahu, United States Full timeDescription · Lend direction as well as a caring attitude. Bring a smile and your vital knowledge to everyone every day. Brighten prospects for patients and your career. · Connect with your goals and change lives · with Fresenius Medical Care North America. · Here is your opportu ...
-
Horizon Technologies Waimanalo, United StatesThe Optica Billing Center Dr. Güldener GmbH is part of the Dr. Güldener Group. The company group specializes in digital solutions and comprehensive services in the healthcare industry. Around customers trust in our expertise. In the medical and medical technology market, we are a ...
-
Senior Systems Engineer with Security Clearance
2 weeks ago
SOSi Pearl Harbor, United StatesOverview SOS International, LLC (SOSi) is currently seeking an experienced Senior Systems Engineer to join our team in Joint Base Pearl Harbor Hickam, Honlolulu, Hawaii. Our Team is based out of Honolulu, Hawaii and creates, manages, and supports IT solutions and infrastructure f ...
-
Court Support Services Coordinator
1 week ago
Hawaii State Judiciary Honolulu, United StatesPosition Specific Description · Recruitment Number 23-276JCK, Court Support Services Coordinator, SR-20, Honolulu, O`ahu. · Summary of Duties · Coordinates and executes the regular jury services for the First Circuit's civil, criminal, Family Court, and District Court trial divis ...
-
Court Services Manager
1 week ago
Hawaii State Judiciary Honolulu, United StatesPosition Specific Description · Recruitment Number 24-055JCK, Court Services Manager (Court Services Division), EM-05, Honolulu, O`ahu. · Summary of Duties · This position serves as the manager of the Court Services Division and will oversee the Land and Tax Appeal Court, Estate ...
-
Client Service Associate
4 days ago
Bank of Hawaii Honolulu, United StatesJob Description · Reporting to the Manager, this position supports Client Service Officer (CSOs) in the administration of Charitable Foundation Services (CFS), Institutional Client Services (ICS) and Retirement Plan Services (RPS) accounts where the Bank is acting as trustee, ag ...
-
Client Service Associate
1 week ago
Bank of Hawaii Honolulu, United StatesJob DescriptionReporting to the Manager, this position supports Client Service Officer (CSOs) in the administration of Charitable Foundation Services (CFS), Institutional Client Services (ICS) and Retirement Plan Services (RPS) accounts where the Bank is acting as trustee, agent, ...
-
General Dynamics Information Technology Pearl Harbor, United StatesREQ#: RQ172374 Public Trust: None Requisition Type: Regular Your Impact Own your opportunity to work with the largest government agency in the nation. Make an impact by advancing the Department of Defense's mission to keep our country safe and secure. Job Description Systems Admi ...
-
General Dynamics Information Technology Pearl Harbor, United StatesREQ#: RQ172374 Public Trust: None Requisition Type: Regular Your Impact Own your opportunity to work with the largest government agency in the nation. Make an impact by advancing the Department of Defense's mission to keep our country safe and secure. Job Description Systems Admi ...
-
General Dynamics Information Technology Pearl Harbor, United StatesREQ#: RQ172374 Public Trust: None Requisition Type: Regular Your Impact Own your opportunity to work with the largest government agency in the nation. Make an impact by advancing the Department of Defense's mission to keep our country safe and secure. Job Description Systems Admi ...
-
Finance Administration Coordinator
1 week ago
Liliʻuokalani Trust Honolulu, United StatesProvides clerical and administrative support to the Finance Department. Helps with the day-to-day operations to insure that needs are met. Exercises initiative and sound judgment. Performs work under general supervision. · Processes vendor invoices in NetSuite for the finance, co ...
-
Director I of Enterprise Government Sales
3 days ago
Hawaiian Telcom Honolulu, United StatesJob Purpose: · As the Director of Sales for Enterprise & Government Sales at Hawaiian Telcom you will play a pivotal role in driving revenue growth and market expansion in the telecommunications sector in Hawaii. You will lead a team of sales professionals, fostering a culture of ...
-
Senior Project Controller
1 week ago
Hitachi Honolulu, United States· Excited to grow your career at Hitachi? · HITACHI RAIL is looking for an enthusiastic self-motivated Senior Project Controller who thrives in a fast-paced environment. The successful candidate is comfortable performing a wide range of tasks from administrative to strategic. Th ...
-
Receptionist
2 weeks ago
Cirrus Asset Management Honolulu, United StatesJob Description · We are looking for a candidate whose thought process aligns with our core values, which are Respect, Integrity, Empowerment, Customer Service, Innovation, and Teamwork. · The ideal candidate, will work each day with dedication and passion along with the rest of ...
-
Donor Relations Coordinator
1 week ago
University of Hawaii Foundation Honolulu, United StatesPOSITION: Donor Relations Coordinator · Department: Office of Donor Relations · FLSA Status: Full-Time, Exempt · Starting Annual Salary: $50,000.00 commensurate with experience · POSITION SUMMARY · The Donor Relations Coordinator (Coordinator) is a key member of the Donor relatio ...
-
Commercial Banking Officer
1 week ago
Central Pacific Bank Honolulu, United StatesPosition Function: · The Commercial Banking Officer provides exceptional service to grow our business. They advocate our mission and are committed to creating value for our customers, employees, community and shareholders. They demonstrate the cohesive behaviors explained in the ...
-
Research Assistant
1 week ago
University of Hawaii System Honolulu, United States· Applicants seeking short-term or part-time work with the University of Hawai'i may apply for Casual Hire positions, which include administrative, professional, and technical (APT) or instructional-type positions. Because of the temporary nature of these appointments, Casual Hi ...
-
Senior Project Controller
1 week ago
Hitachi Energy Ltd. Honolulu, United StatesLocation: · Honolulu, Hawaii, United States · Job ID: · R0016173 · Date Posted: · Company Name: · HITACHI RAIL HONOLULU JV · Profession (Job Category): · Other · Job Schedule: · Full time · Remote: · No · Job Description: · Excited to grow your career at Hitachi? · HITACHI RAIL i ...
-
HR Coordinator
1 week ago
JHC Honolulu, United StatesJob Description Job Description Job Title: HR CoordinatorCompany: JHC Services Inc.Location: Honolulu, HIJob Type: Full-timeAbout Us:JHC Services Inc. is an independent insurance agency with offices in Honolulu and Kahului. We provide comprehensive and affordable insurance protec ...
Supervisor Trust Administration - Honolulu, United States - Bank of Hawaii
Description
Job Description
Under the direction of the Manager, the Supervisor coordinates and assists in managing Middle Office workflow activities to ensure that services are delivered reliably, accurately, and timely.
Ensures that services meet the high quality expectations of our clients, Personal Trust and Institutional Services business unit managers and employees, and all other internal partners in accordance with and in support of department and division activities and objectives.
If applicable or appropriate, ensures 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 USAPATRIOT Act.
Responsibilities
Qualifications
MINIMUM QUALIFICATIONS:
Education:
Bachelor's degree from an accredited institution, with major in business or related field preferred, or equivalent work experience.
Experience:
Level I:
Minimum 5 years of related work experience for a particular department or equivalent work experience. Minimum 2 years lead/supervisory/management experience.
Level II:
Minimum 6 years of related work experience for a particular department or equivalent work experience. Minimum 3 years lead/supervisory/management experience.
Level
III:
Minimum 7 years of related work experience for a particular department or equivalent work experience. Minimum 4 years lead/supervisory/management experience. Additional experience in one or more other Trust or financial services/banking areas preferred, including supervisory experience.
Technical Skills:
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software.
Knowledge of or ability to use Bank software and systems. Demonstrated proficiency in developing and maintaining info path forms used in CAS; not required but highly desirable.Other Job Qualifications:
Demonstrated verbal and written communications skills, including presentation skills. Must be analytical, detail oriented and organized with strong research skills.
Should have effective interpersonal skills, a customer service orientation and collaborative style which includes teamwork, conflict management, negotiating and problem solving skills.
Requires a good working knowledge of accounting principles and the ability to read and comprehend all manner of financial and account statements.
Able to work flexible hours including holidays, weekends and evenings as needed or assigned.Middle Office Specific Qualifications:
Working knowledge of the four basic Middle Office functions of Account Opening; Account Closing; System Maintenance; and Transactions Processing.
Working knowledge of Middle Office's Account Administrative Review process and Client Audit Requests. Knowledge and experience with compliance and regulatory requirements for Account Opening, Account Closing and Transactions Processing.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) 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.
