Trust Representative
hace 3 semanas
We are seeking a highly organized and detail-oriented Trust Representative to join our team at Popular, Puerto Rico's leading financial institution. As a Trust Representative, you will play a critical role in ensuring compliance with paying agent responsibilities for bond and stock issues.
Key Responsibilities:- Process and verify dividends, interest, and principal payments to investors.
- Prepare journal entries to maintain trust account balance and reconciliations.
- Respond to client calls and service requests, including claims and check cancellations.
- Generate reports and prepare letters to Lost securityholders to comply with SEC regulations.
- Record and prepare journal entries for the purchase and selling of shares.
- Bachelor's degree in Accounting or Finance from an accredited university or college.
- At least one year of experience in accounting-related tasks and client service.
- High level of organization, able to establish priorities, work with multiple tasks simultaneously, and meet deadlines.
- Excellent interpersonal, customer, and teamwork skills.
- Ability to work under pressure with minimum supervision.
- Excellent oral and written communication in English and Spanish.
- Knowledge in MS Office programs like Excel, Word, PowerPoint, and Outlook.
- A rewarding career with a leading financial institution.
- Opportunities for professional growth and development.
- A dynamic and collaborative work environment.
- A competitive salary and benefits package.
At Popular, we value our employees' diverse skills, experiences, and backgrounds. We are committed to creating a workplace that is inclusive, respectful, and supportive of all individuals. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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Trust Representative
hace 3 semanas
San Juan, San Juan, Puerto Rico Popular A tiempo completoAbout the RoleWe are seeking a highly organized and detail-oriented Trust Representative to join our team at Popular. As a Trust Representative, you will be responsible for performing administrative and technical tasks related to the reconciliations of common stock shares.Key ResponsibilitiesManage legal compliance for special encodings to ensure prompt...
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Trust Representative
hace 3 semanas
San Juan, San Juan, Puerto Rico Popular Bank A tiempo completoJob SummaryWe are seeking a highly organized and detail-oriented Trust Representative to join our team at Popular Bank. As a Trust Representative, you will be responsible for performing administrative and technical tasks related to the reconciliations of common stock shares.Key ResponsibilitiesManage legal compliance for special encodings to ensure prompt...
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Trust Representative
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San Juan, San Juan, Puerto Rico Popular A tiempo completoJob SummaryWe are seeking a highly skilled Trust Representative to join our team at Popular. As a Trust Representative, you will be responsible for performing administrative and technical tasks related to the reconciliations of common stock shares.Key ResponsibilitiesManage legal compliance for special encodings to proceed with distributions...
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Trust Operations Specialist
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San Juan, San Juan, Puerto Rico Popular Bank A tiempo completoJob DescriptionPopular Bank is seeking a highly skilled Trust Representative to join our team. As a Trust Representative, you will be responsible for performing administrative and technical tasks related to the reconciliations of common stock shares.ResponsibilitiesManage legal compliance and special encodings to proceed with distributions promptly.Maintain...
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San Juan, San Juan, Puerto Rico Popular Bank A tiempo completoJob SummaryWe are seeking a highly skilled Trust Representative to join our team at Popular Bank. This role will be responsible for performing administrative and technical tasks related to the reconciliations of common stock shares of Popular.Key ResponsibilitiesManage legal compliance for values with special encodings to proceed with distributions...
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