Manager of Wealth Operations

First National Trust Company - Waialua, HI

Full-time - Manager

Waialua, HI

About the position

The Manager of Wealth Operations at First National Trust Company (FNTC) is responsible for overseeing the Client Accounting Department, ensuring the integrity of controls and systems for processing client assets. This role involves managing personnel, improving operational efficiency, ensuring compliance with policies and regulations, and achieving departmental goals. The incumbent will also coordinate system integrations and maintain knowledge of new products and processes.

Responsibilities

• Supervises assigned personnel and manages the general operations of the department in three separate locations.
• Oversees daily workflow and provides system support to staff ensuring accurate and timely posting to clients' accounts.
• Develops resources to improve efficiency and standardization of operational functions across regions.
• Maintains current knowledge of new products and processes offered by trust accounting vendors and is responsible for the continuous training of affiliate personnel.
• Coordinates the integration of systems related to the client accounting function including updates and new and converted systems due to vendor changes, internal decisions or mergers.
• Maintains changes to policies and procedures, updates personnel on changes and ensures compliance to all policies and procedures.
• Participates in various internal and corporate committees ensuring that the affiliate adheres to the testing requirements of all policies and regulatory requirements covering disaster recovery, audits, risk testing and Sarbanes-Oxley (SOX) compliance and testing.
• Develops, implements and achieves annual goals and objectives as established in the Operations Business Plan.
• Develops annual departmental budget and manages changes to it.
• Provides accurate weekly, monthly and other periodic reports as needed to management and other areas of the corporation in a timely manner.
• Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
• Performs other related duties and projects as assigned.

Requirements

• BA or BS degree required.
• Minimum of 7 years of job-related experience required.
• Excellent management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Excellent customer service skills.
• Ability to use a personal computer and job-related software.
• Basic level proficiency in MS Word.
• Intermediate level proficiency in MS Excel.
• Basic level proficiency in MS PowerPoint.
• Experience in trust or a related field and knowledge of trust products, securities and software installation and system administration.