Trust Reconciliation Operations Specialist - Contract (Hybrid)

Broadridge; Phoenix (AZ); Hybrid; USD 29,000 - 33,000; Part time

Job summary

Broadridge is seeking a contract Trust Data Reconciliation Analyst in Phoenix, AZ. The role involves documenting, analyzing, and reconciling financial data to provide accurate information to management and clients. It is a 6–12 month contract with a remote-hybrid setup, requiring 2 days in the office per week.

You will handle reconciliation, research, and customer inquiries while collaborating across departments. Strong Excel skills and trust operations background are key requirements.

Qualifications

• High school diploma or equivalent required; additional business, technical, or college-level training preferred.
• 1-3 years of experience in Trust Reconciliations or Trust Operations preferred.
• Proficiency with MS Excel required; understanding of VLOOKUPs, pivots, formulas.
• Basic understanding of AI tools helpful but not required.
• Fundamental understanding of retirement plans, benefit payments, and distribution processing.
• Basic knowledge of trust business operations, including accounting and tax reporting.

Responsibilities

• Document, analyze, and reconcile financial information to provide timely data to management and clients.
• Review transactions from custodial downloads, NSCC trading activity, and account reconciliation processes.
• Maintain data in the Portfolio Management System; document changes as needed.
• Investigate reconciliation exceptions, identify causes, and determine resolution actions.
• Research and respond to customer inquiries, resolving issues promptly.
• Develop and maintain cross-department relationships promoting collaboration.
• Build knowledge of the Portfolio Management System and procedures.
• Understand additional internal systems to support research and analysis.

Skills

Trust reconciliation

MS Excel

Analytical skills

Communication skills

Problem solving

Time management

Education

High school diploma

Business/technical training

Tools

MS Excel (VLOOKUP, pivot tables)

Portfolio Management System

Job description

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.

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 candidate's final salary including, but not limited to, relevant experience, skills, and education.

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.

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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's 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 888-237-7769 or by sending an email to [e-mail].