Date: Aug 21, 2024
Location: San Juan, PR
Company: Popular
Workplace Type: Hybrid
Trust Account Officer
General Description
Responsible for the administration and general accounting of the assigned retirement plans.
Essential Duties and Responsibilities
Makes accounting entries, prepares monthly reconciliations, securities purchase and sale transactions, client billing, among others.
Offer a service of excellence to guarantee the satisfaction of its clients. Actively responds to their requests in a timely manner.
Work as a team player with the other officers in the different processes related to the daily management of their accounts.
Prepares reports to comply with the division's Risk Management and KYC policies and to collaborate in the different audits to which we are subject in the Division.
Education
Bachelor's Degree in Finance or Accounting
Experience
At least two years of related experience.
Knowledge, Skills and Abilities (KSA's)
Knowledge of the stock market business.
High level of organization to prioritize, works with multiple simultaneous tasks, meets deadlines and be flexible to change.
Ability to analyze situations, anticipates problems, evaluate options, and make decisions on time.
Excellent interpersonal skills and teamwork.
Demonstrates an attitude of service, both for Clients, Partners, Supervisors and Managers.
Proficiency in the use and management of personal computers and Microsoft Office programs such as Word, Excel, and Outlook.
Excellent oral and written communication, both in English and Spanish.
Values
Passion for People
Succeed Together
Own Every Moment
Build the Future
Additional Requirements
The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee's performance evaluation.
Important:
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at
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Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com
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