Trust Representative

hace 3 semanas


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
Job Title: Trust Representative

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.
Requirements:
  • 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.
What We Offer:
  • 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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