Associate, Trust Operations (Retirement Plan Distribution)

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. Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities) Recruitment Privacy Statement Compliance Posters #LI-Remote 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 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 Política de Privacidad de Reclutamiento

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