Campus Pride Jobs

The Associate, Financial Services (Broker Sales Support) assist Financial Advisors and provide clients with quality service for Oriental Financial Services (OFS). Also perform various administrative and office functions including planning and organizing meetings, preparing and typing correspondence and maintaining records, files and database related to Sales Manager and Financial Advisors. This position will be working on site based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

• Promote other services within business as opportunity arises.

• Coordinate all relations between the clients and other bank departments.

• Follow up all client’s concerns in order to provide fast and reliable solutions in matters related to Keogh plans, Annuities, 401K accounts, IRA accounts, brokerage accounts, and certificates of deposit among others.

• Coordinate promotional materials with wholesalers for the Financial Advisor, Operations Department and clients.

• Give prompt follow-up to all inquiries, clients calls requesting checks, balances and statement copies, IRA renewal (OFS clients).

• Reconcile accounts if discrepancy occurs.

• Answer phone calls, including the support to the receptionist.

• Assist in the development of potential customers’ presentations.

• Monitors office message system, including e-mail and facsimile transmissions.

• Process and review monthly payment to customers.

• Actively participate in the coordination of activities related to the retention of clients or attraction of new customers.

• Perform other assignments upon request of the supervisor.

• Other duties maybe assigned.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Business Administration with Major in Office Administration or related field, required.

• One (1) years of experience as an Administrative Assistant or related experience required.

• 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.

• Excellent communication skills and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients.

• Excellent written and verbal communication skills in English and Spanish with a demonstrated ability to write communications clearly, concisely, and effectively required.

• Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards..

• Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.

  Oriental is an Equal Opportunity Employer ( EEO Employer / Affirmative Action for Females / Disabled / Veterans )

Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment_privacy_policy_statement.pdf)

Compliance Posters

This may be the opportunity to change your life and take your career to the next level.

Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:

Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.

Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:

Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance_posters.pdf)

Política de Privacidad de Reclutamiento