Overview
Trust Assistant Jobs in Honolulu, HI at CSI Trust Company
## Job Overview
We are seeking a dedicated assistance to join our trust administration team. In this role, you will help manage and oversee financial assets on behalf of clients, requiring a solid understanding of wealth management, investment strategies, and financial services. We will provide on-the-job training to support your development.
## Responsibilities
– Build and maintain strong relationships with clients to understand their financial goals and needs.
– Assist in managing investment portfolios to make strategic financial decisions.
– Support financial analysis to assess and optimize investment opportunities.
– Ensure compliance with the Bank Secrecy Act and other financial regulations
## Requirements
– Interest in finance, or related field.
– Preferred experience in investment management, portfolio management, or related areas
– Willingness to learn about financial analysis and account management
– Excellent communication and interpersonal skills for effective relationship management
– Familiarity with the Bank Secrecy Act and other financial regulations is preferred but training will be provided.
-Knowledge: Outlook, Excel, Word, Adobe.
Job Type: Full-time
Pay: $45,000.00 – $48,000.00 per year
Benefits:
- 401(k)
- Flexible spending account
- Life insurance
- Retirement plan
Physical Setting:
- Office
Ability to Commute:
- Honolulu, HI 96813 (Preferred)
Ability to Relocate:
- Honolulu, HI 96813: Relocate before starting work (Required)
Work Location: In person
Title: Trust Assistant
Company: CSI Trust Company
Location: Honolulu, HI
Category:
