Trust Account Officer

Position Title

Trust Account Officer

Date: Feb 6, 2026

Location: San Juan, PR

Company: Popular Bank

Full Time - Exempt

Responsible for the administration and general accounting of the corporate, personal trusts, custody, escrow, and individual retirement plans (Keogh) assigned accounts.

Essential duties include making accounting entries, preparing monthly reconciliations, recording receipts and payments, maintaining trust records, 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 requests received from clients. In addition, prepare reports to comply with the Division's 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.

Bachelor's Degree in Finance or Accounting

At least two (2) years related experience.

• Effective oral and written communication skills in Spanish (advanced level) and English (fluent)
• Proficient in Microsoft Office 365, including Excel, Word, and Outlook.
• 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.

Popular Center North Building, San Juan, PR

Hybrid work schedule. Monday to Friday - 8:30 am to 5:30 pm

Flexibility to work non-business hours, holidays, and weekend when needed.

• Passion for People
• Own Every Moment
• Succeed Together
• Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Popular is an Equal Opportunity Employer, including Disability/Vets.

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