Overview
Associate, Trust Operations (Administrative Support) Jobs in San Juan, PR at Oriental Bank in San Juan
Full Job Description
The Associate, Trust Operations (Administrative Support) provide clients quality service and manage the entire distribution process ensuring that all retirement plan participants are processed correctly. Also perform various administrative and office functions including preparing and typing correspondence and maintaining records, files, and databases. This position will be working hybrid based in San Juan, PR.
Main Duties & Responsibilities
Ensure all retirement plans distributions are processed and closed in a timely manner.
Review and confirm that distribution information follows Oriental Bank guidelines and procedures.
Process the corresponding payments and accounting entries on Oriental Bank systems.
Execute special projects.
Monitor and implement changes as necessary to assure quality customer service.
Ensure that all transactions are carried out according to the institution standards and the regulatory agencies guides.
Other duties may be assigned.
Minimum Requirements
Bachelor’s degree in business administration or related required.
Two (2) years of experience in administration, customer service or payment collections required. Banking experience preferred.
Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.
Excellent written and verbal communication skills in Spanish & English required.
Excellent customer service, interpersonal skills, teamwork, and ability to work effectively with clients is required.
Excellent aptitude to work with multiple deadlines and changing task priorities.
#Li-Hybrid
Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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Title: Associate, Trust Operations (Administrative Support)
Company: Oriental Bank in San Juan
Location: San Juan, PR
Category:
