Trust Representative (Seasonal) | Trust Transfers

Job Type

SEASONAL OPPORTUNITY

Full Time - Non Exempt

General Description

Perform administrative and technical tasks related to the reconciliations of common stock shares of Popular

Essential Duties and Responsibilities

Responsible for preparing daily reconciliations.
Receive and manage correspondence, handle returned mail, process client transaction requests, and direct inquiries to the appropriate departments.
Responsible for opening Popular Inc. common stock accounts.
Responsible for executing stock purchase and sale transactions.
Manage with legal compliance the values with special encodings to proceed with distributions promptly.
Maintain an updated operational file of the certificates.
Make transfers complying with the terms established by the Regulatory Agency.
Handle customer requests promptly via phone, email, or in person.
Collaborate with the different audits which the Division is subject to.

Education

Bachelor's degree in Accounting or Finance or equivalent combination of education and related experience.
Note: Related experience refers to the professional background related to the responsibilities and skills required for the position.

Experience

At least two (2) years of experience in customer service and preparing reconciliations, or related experience.

Additional Requirements

• Excellent oral and written communication, both in English (fluent) and Spanish (advanced level).
• Proficient in Microsoft Office 365, including Excel, Word, Teams and Outlook.
• High level of organization to establish priorities, work with multiple tasks simultaneously and meet deadlines.
• Knowledge of federal and state laws of the Trust Services industry and / or related activities.
• Excellent interpersonal skills, customer services and teamwork.
• Ability to identify problems, analyze their causes, evaluate options and solve them effectively.
• Ability to work under pressure with minimal supervision.

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.

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/Vets
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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