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Financial Associate Jobs in Puerto Rico (NOW HIRING)

PacSun

Sales Associate

Barceloneta, PR · On-site

$12.25 - $16.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The associate must frequently sit/stand for long periods of time and climb ladders as needed.

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Ponce, PR · On-site

$13.75 - $18.75/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Barceloneta, PR · On-site

$12.25 - $16.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

BDO

Grant Execution Senior Associate

San Juan, PR

The Grant Execution Senior Associate is responsible for supporting the full lifecycle of federally ... Bachelor's degree in Business Administration, Finance, Accounting, Public Administration, Project ...

New

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 ...

BDO

Grant Compliance Senior Associate

San Juan, PR · On-site

The Grant Execution Senior Associate is responsible for supporting the full lifecycle of federally ... Bachelor's degree in Business Administration, Finance, Accounting, Public Administration, Project ...

Rejuvenation

Stock Assoc

San Juan, PR

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

Williams-Sonoma, Inc.

Stock Assoc

San Juan, PR · On-site

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

Williams-Sonoma

Stock Assoc

San Juan, PR · On-site

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

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Financial Associate information

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

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 such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
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

Associate, Remote Network (Virtual Teller)

Oriental Financial Services LLC

Bayamon, PR • On-site, Remote

$14 - $18.25/hr

Full-time

Posted 26 days ago

Job description

The Associate, Remote Network (Virtual Teller) provides extraordinary, friendly and dynamic service to customers through interactions that transcends a virtual/video face to face interactions. Position works on-site based in Bayamon, PR
MAJOR DUTIES & RESPONSIBILITIES:
  • Serves customer in a professional and exceptional, courteous, efficient manner through prompt handling of all teller functions.
  • Perform regular teller's transactions through electronic/remote interactions in compliance with bank policies and procedures.
  • Answers questions from prospects or customers and maintains excellent customer relations; directs customers to proper employees for answers to more complex problems and inquiries.
  • Works independently and utilizes effective problem solving skills to resolve issues; effectively uses knowledge of operating and security procedures in order to make on-the-spot transactions.
  • Multitasks by working with multiple software programs concurrently to complete a transaction, and communicating with more than one customer concurrently.
  • Identifies cross-selling opportunities, selling new or additional products or services that meet customers' needs, and makes appropriate referrals to other bank areas.
  • Performs end of day balancing according to procedures.
  • Adheres to security, audit, and compliance requirements.
  • May act as a mentor/trainer to new Virtual Tellers.
  • Communicates customer comments, issues and requests to the appropriate branch/department.
  • Clearly communicates the proper use of the Virtual Teller Station, handling customer's objections and anxiety to new technology.
  • Promotes benefits of the technology and ensures a positive experience.
  • Other duties may be assigned.

EDUCATION AND EXPERIENCE:
  • Associate or bachelor's degree in business administration or related field required.
  • One (1) year of customer service, call center or sales experience required.
  • 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.
  • Excellent customer service, interpersonal, problem-solving and documentations skills required both verbal and written.
  • Requires good telephone etiquette, listening and communication skills.
  • Understanding of banking or financial products and services preferred.
  • Detail oriented and able to manage multiple priorities required.
  • Computer proficiency required. Knowledge of MS Office and other business applications preferred.
  • Bilingual, English and Spanish required.
  • Availability to work any day of the week based on the established hours of operations, plus flexibility to work overtime according to business needs is required.

Oriental is an Equal Opportunity Employer (EEO Employer / Affirmative Action for Females / Disabled / Veterans)
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