Full Time Opportunity 13; General Description 13; Responsible for the administration and general accounting of the corporate and personal trusts, custody and escrow assigned accounts.
Essential Duties and Responsibilities 13;
Essential duties include making accounting entries, preparing monthly reconciliations, buying and selling securities, among others. Offer a service of excellence to guarantee the satisfaction of customers. Work as a team with the other officers in the different processes related to the daily management of the accounts and actively respond to the requests from clients. In addition, prepare reports to comply with the Divisions Risk Management and KYC policies, provide the required information and assist in the process of filing applicable returns, and collaborate in the different audits to which we are subject in the Division.
Education 13;
Bachelors Degree in Finance or Accounting
Experience 13;
At least two years of related experience.
Other Qualifications 13;
:
Knowledge of the securities market and fiduciary business.
:
High level of organization to prioritize, work with multiple simultaneous tasks, meet deadlines and be flexible to changes.
:
Ability to analyze situations, anticipate problems, evaluate options and make decisions on time.
:
Excellent interpersonal skills and teamwork.
:
Demonstrates an attitude of service towards clients, partners, supervisors and managers.
:
Proficiency in the use and management of personal computers and Microsoft Office programs such as Word, Excel and Outlook.
:
Excellent oral and written communication, both in English and Spanish.
Competencies 13;
Accountability
Analytical Discipline
Collaboration and Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Popular Inc., is an Equal Opportunity Employer