Trust Account Officer

Job Type

Full Time - Exempt

General 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

• Effective oral and written communication skills in Spanish (advanced level) and English (fluent)
• Proficient in Microsoft Office 365, including Excel, Word, and Outlook.
• Knowledge of the securities market and fiduciary business.
• 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.

Region Locations

Popular Center North Building

San Juan, PR

Work Schedule

Hybrid work schedule
Monday to Friday- 8:30 am to 5:30 pm

Flexibility to work non-business hours ,holidays, and weekend when needed.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Important: 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.

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/Vets
Learn 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.