Support trust operations and transaction reconciliation for Broadridge in Phoenix, AZ, with strong Excel skills and a remote-hybrid schedule. Investigate exceptions, research inquiries, and maintain accurate Portfolio Management System records.
This temporary contract position is expected to last six to twelve months, with potential to become permanent. You will review custodial downloads, NSCC trading activity, and account reconciliation processes. The work requires organized analysis, problem-solving, customer-service communication, and understanding of trust business operations, accounting, and tax-reporting requirements.
Key Responsibilities:
- Review transactions from custodial and NSCC activity
- Reconcile accounts and analyze financial information
- Research reconciliation exceptions and identify discrepancy causes
- Enter and maintain Portfolio Management System data
- Respond to customer and client inquiries
Requirements:
- High school diploma or equivalent required
- Trust operations experience preferred, from one to three years
- Advanced MS Excel skills with formulas and pivot tables
- Basic knowledge of trust accounting and tax reporting
- Ability to prioritize workloads and meet deadlines
Apply trust operations knowledge, transaction review, and Excel expertise to reconcile records and support Broadridge clients.
Trust Operations Reconciliation Specialist in Quinte West employer: broadridge
Broadridge is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Senior .NET & C# Engineers to thrive. With a focus on employee growth, you will have access to continuous learning opportunities and the chance to work on cutting-edge technology solutions in the heart of the financial sector. Join us in a dynamic environment where your contributions directly impact our clients' success and where your career can flourish.
