Trust Operations Specialist

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　　Date:Feb 8, 2024

　　Location: San Juan, PR

　　Company: Popular

　　AtPopular,we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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.

　　Are you ready for a rewarding career?

　　Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

　　Come and join our community!

　　General Description

　　Ensures the integrity of Fiduciary Services accounting information by recording, verifying, and analyzing distribution transactions.

　　Essential Duties and Responsibilities

　　Receive, verify, and process participant’s requests from Recordkeepers for Retirement Plan distributions. Comply with IRS and Hacienda regulations.

　　Prepare journal entries to maintain trust account balance and reconciliations.

　　Respond client calls and service requests, including claims, direct deposit rejections and check cancellations. Process accounting entries generated by these transactions.

　　Analyze periodic monthly payments to fulfill client’s needs in a timely manner.

　　Prepares journal entries and tax payments withholdings related to retirement plans distributions via the IRS and PR Treasury Department platforms.

　　Support Trust Account Officers in carrying out the responsibilities of properly generating Trust Account Statements.

　　Assists with special projects as requested to enhance or develop unit processes.

　　Education

　　Bachelor's Degree preferably in Accounting or Finance.

　　Experience

　　At least one year of experience in accounting related tasks and client service.

　　Knowledge, Skills, and Abilities (KSA's)

　　High level of organization, able to establish priorities, work with multiple tasks simultaneously and meet deadlines.

　　Knowledge in federal and state laws that govern the Fiduciary Services industry and/or related activities.

　　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, Power Point and Outlook.

　　Values

　　Build the Future

　　Own Every Moment

　　Passion for People

　　Succeed Together

　　Additional Requirements

　　The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

　　Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

　　If you have a disability and need assistance with the application process, please contact us [email protected]. 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.

　　As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, 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 are a California resident, please click here to learn more about your privacy rights.

　　.Popular is an Equal Opportunity Employer

　　Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com .

　　Connect with us!

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