Trust Account Officer | Personal & Corporate Trust at Popular

San Juan, , Puerto Rico -

Full Time

Start Date

Immediate

Expiry Date

22 Aug, 26

Salary

0.0

Posted On

24 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, General Accounting, Monthly Reconciliations, KYC Policies, Risk Management, Securities Market, Fiduciary Business, Microsoft Word, Microsoft Excel, Microsoft Outlook, English Communication, Spanish Communication, Interpersonal Skills, Teamwork, Time Management, Analytical Thinking

Industry

Banking

Description

Job Type Full Time - ExemptGeneral Description Responsible for the administration and general accounting of the corporate, personal trusts, custody, escrow, and individual retirement plans (Keogh) assigned accounts.Essential Duties and Responsibilities Essential duties include making accounting entries, preparing monthly reconciliations, recording receipts and payments, maintaining trust records, among others. Offer a service of excellence to guarantee the satisfaction of customers. Work as a team with the other Officers in the different processes related to the daily management of the accounts and actively respond to requests received from clients. In addition, prepare reports to comply with the Division's Risk Management and KYC policies, provide the required information and assist in the process of filing applicable returns, and 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 (2) years related experience.Additional Requirements Excellent oral and written communication, both in English and Spanish. Knowledge of the securities market and fiduciary business. Ability to read, analyze, comprehend, and accurately perform duties in accordance with the terms and conditions set forth in agreements among involved parties. High level of organization to prioritize, work with multiple simultaneous tasks, meet deadlines and be flexible to changes. Ability to analyze situations, anticipate problems, evaluate options and make decisions on time. Excellent interpersonal skills and teamwork. Demonstrates an attitude of service towards clients, partners, supervisors and managers. Proficiency in the use and management of personal computers and Microsoft Office programs such as Word, Excel and Outlook. Region Locations Popular Center North Building San Juan, PRWork Schedule Hybrid work scheduleMonday to Friday- 8:30 am to 5:30 pmFlexibility to work non-business hours, holidays, and weekend when needed. Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.Values 1. Passion for People3. Succeed Together2. Own Every Moment4. Build the FutureImportant: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs. Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time. 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 asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response. Are you ready for a rewarding career? Popular is an Equal Opportunity Employer, including Disability/VetsLearn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.Connect with us!LinkedIn | Facebook | Twitter | Instagram If you are a California resident, please click here to learn more about your privacy rights.

Responsibilities

Responsible for the administration and general accounting of corporate and personal trusts, custody, escrow, and retirement plans. Duties include making accounting entries, preparing reconciliations, and ensuring compliance with Risk Management and KYC policies.