Trust Reconciliation Operations Specialist Contract (Hybrid)

At Broadridge weve built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career while helping others along the way come join the Broadridge team.

Broadridge is growing! We are seeking a contract Trust Data Reconciliation Analyst in our Phoenix AZ this back-office role you will document and analyze financial information conducting research and analysis as well as reconciling to provide management and clients with accurate and timely data. You will contribute both independently and within a team atmosphere to meet daily monthly and annual objectives.

Are you looking to join one of the leaders in the Financial Technology industry If so wed love to hear from you!

This is a temporary contract role expected to last 6-12 months with the possibility of going permanent. This is a remote-hybrid role where you will work 2 days per week in the office.

Responsibilities:

• Document analyze and reconcile financial information to provide management and clients with accurate timely data
• Review transactions resulting from custodial downloads NSCC trading activity and account reconciliation processes
• Maintain and enter data in the Portfolio Management System researching and documenting changes as needed
• Investigate reconciliation exceptions identify the cause of discrepancies and determine the appropriate actions required for resolution
• Research and respond to customer and client inquiries resolving issues promptly and supporting customer satisfaction
• Develop and maintain positive productive working relationships across departments while promoting mutual respect and collaboration
• Build and maintain working knowledge of the Portfolio Management System and departmental procedures
• Develop an understanding of additional internal systems to support research data analysis and issue resolution
  

Qualifications:

• High school diploma or equivalent required; additional business technical or college-level training preferred
• A minimum of 1-3 years of experience working with Trust Reconciliations or Trust Operations preferred
• Proficiency with computers and standard software applications required including a solid understanding of MS Excel
• Proficient with MS Excel - VLOOKUPs pivot tables formulas etc.
• Basic understanding of artificial intelligence (AI) tools and concepts is helpful but not required
• Fundamental understanding of retirement plans benefit payments and distribution processing is required
• Basic knowledge of trust business operations including applicable accounting and tax-reporting requirements
• Familiarity with securities processing including SEC NSCC and ACH activity preferred but not required
• Strong written and verbal communication skills with a customer-service mindset
• Strong analytical research problem-solving and organizational abilities
• Ability to prioritize work effectively and meet daily workloads and deadlines

Compensation is $21.00 - $24.04 per hour. Broadridge considers various factors when evaluating a candidates final salary including but not limited to relevant experience skills and education.

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We are dedicated to fostering a collaborative engaging and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe understood and valued and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.

Use of AI in Hiring

As part of the recruiting process Broadridge may use technology including artificial intelligence (AI)-based tools to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers and all employment decisions include human review to ensure fairness accuracy and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify misrepresent or disguise information in an application resume assessment or interview will result in disqualification from consideration.

US applicants: Click hereto view the EEOC Know Your Rights poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome where everyones strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race color religion sex (including sexual orientation gender identity or expression and pregnancy) marital status national origin ethnic origin age disability genetic information military or veteran status and other protected characteristics protected by applicable federal state or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process please contact us at or by sending an email to .

Required Experience:

IC