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Oriental Bank Associate, Trust Operations (Administrative Support) in San Juan, Puerto Rico

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 )

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

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