Trust Reconciliation Operations Specialist - Contract (Hybrid)

Broadridge • Quinte West, ON

2d • $21 - $24 • Hybrid

About The Position

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re 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 location. In 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, we'd 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.

Requirements

• High school diploma or equivalent required
• Proficiency with computers and standard software applications required, including a solid understanding of MS Excel
• Proficient with MS Excel - VLOOKUPs, pivot tables, formulas, etc.
• 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
• 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

Nice To Haves

• additional business, technical, or college-level training preferred
• A minimum of 1-3 years of experience working with Trust Reconciliations or Trust Operations preferred
• Basic understanding of artificial intelligence (AI) tools and concepts is helpful but not required
• Familiarity with securities processing, including SEC, NSCC, and ACH activity, preferred but not required

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

Benefits

• 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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED