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Associate, Trust Operations (Retirement Plan Distribution)

OrientalSan Juan, Puerto Rico

Hace 3 días

Descripción del trabajo

The Associate, Trust Operations (Retirement Plan Distribution) is responsible for the preparation and processing of retirement plan distributions, including Keogh, Pension, 401(k), and non-qualified tax-deferred compensation plans. Position will be working hybrid based in San Juan, PR.

Main Duties & Responsibilities :

Distribution Processing : Prepare and process retirement plan distributions, ensuring accuracy and compliance with plan rules and regulations.
Documentation : Maintain accurate and up-to-date records of all distribution transactions.
Compliance : Ensure all distributions comply with applicable regulations and guidelines, including tax withholding and reporting requirements.
Participant Communication : communicate, from time to time, with plan participants to provide information and assistance regarding their distributions.
Problem Resolution : Address and resolve any issues or discrepancies related to distributions in a timely manner.
Reporting : Prepare regular reports on distribution activities and status for supervisor review.
Collaborate with internal teams to ensure alignment with client objectives and regulatory requirements.
Stay abreast of industry trends, legislative changes, and best practices to serve as a knowledgeable resource for clients.
Other duties may be assigned.

Minimum Requirements :

Bachelor’s degree in Business Administration, Accounting or related field required.

One (1) year of experience in banking required. Accounting 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.

Good written and verbal communication skills in Spanish & English required.

Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with clients is required.

Strong attention to detail, organizational skills, and accuracy in work required.

Li-Hybrid

WORK AUTHORIZATION & ELEGIBILITY :

Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.

Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

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Associate • San Juan, Puerto Rico