ZipRecruiter

Log In

1

Financial Associate Jobs in Puerto Rico (NOW HIRING)

Para la Naturaleza

PR · On-site

Manage regional financial operations : budgeting, purchasing, fund reconciliations, and petty cash * Track and document grant funds and external funding compliance * Process invoices, manage vendors ...

Express & Bonobos

Sales Associate

Carolina, PR

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express & Bonobos

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

Ponce, PR · On-site

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Ponce, PR

$13.75 - $18.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

San Juan, PR

$13.75 - $18.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Ponce, PR · On-site

$13.75 - $18.50/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Carolina, PR

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

San Juan, PR

$9 - $12.25/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

AbbVie

PR · On-site

$74K - $92K/yr

The Senior Financial Analyst supports the ongoing financial forecasting and develops financial models to support decision making related to business issues (e.g. New product development analysis ...

previous pagenext page

Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Puerto Rico

Financial Associate information

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What are the most commonly searched types of Financial jobs in Puerto Rico?

The most popular types of Financial jobs in Puerto Rico are:

What job categories do people searching Financial Associate jobs in Puerto Rico look for?

The top searched job categories for Financial Associate jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Financial Associate jobs?

Cities in Puerto Rico with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate, Delinquency Management (Internal Collections)

Oriental Financial Services LLC

Bayamon, PR • On-site

$15.75 - $21.50/hr

Full-time

Re-posted 25 days ago

Job description

The Associate, Delinquency Management (Internal Collections) is responsible for the collection management of auto loans, personal loans, credit cards and overdrafts. Achieving this payment collection by contacting the client telephonically. Position works on-site in Bayamon, PR.
MAIN DUTIES & RESPONSIBILITIES:
  • Determine which factors are affecting the debtor's responsibility to keep the account up-to-date; offering counsel about all the alternatives the institution offers in order to regularize his or her debt.
  • Receives the clients credit or cash payments, prepares their receipts and processes the payment's, on the day same day it is received, in Oriental Bank's internet payment system.
  • Transcribes all of the payment collections performed in the collection information system.
  • Prepares maintenance documents in order to update the client's information on the system. Such as the residency address, work address and/or telephone changes.
  • Develops daily production report.
  • Offers his or her direct supervisor recommendations, in relation to accounts that were adjusted based on the clients economic conditions and the unit's risk.
  • Discusses with his or her supervisor the cases that have not been resolved in order to determine the best course of action.
  • Document in the internal collection adjuster work tool everything related to his or her client interaction. Detailing the interaction with the client, the obtained result of the client's approach, payments received, etc. Will also document the adjuster's handling result, for those collection adjuster's in training whom do not have access and/or any collection adjuster who has a medical restriction that prohibits the programs use.
  • Identify the problems that affect the payment handling and collection, such as missing clients, units ceded to a third party or broker, etc.
  • When there is a third party involved, collect all of the necessary information.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:
  • Associate's Degree in Business Administration, Finance, Accounting or any other related area from a qualified institution required.
  • Two (2) years experience in jobs related to money collection highly desirable.
  • 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.
  • Knowledge of Federal and State Regulations, Procedures and Policies that regulate auto loans.
  • Effective technical and practical knowledge regarding payment collections.
  • Procedural and policy knowledge regarding the auto loan's overdue payments collection.
  • Excellent presentation, communication and writing skills.
  • Able to understand and follow written and verbal instructions.
  • Ability to act and handle difficult situations.
  • Treats delicate situations respectfully and discreetly.
  • Solves mathematical calculations swiftly and accurately.
  • Manages and operates the Collections Information System, calculators, and other office equipment.
  • Capable of exerting analysis, problem resolutions, detail-oriented and execute various task simultaneously, while maintaining the quality standards.

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

Apply