Trust Reconciliation Operations Specialist - Contract (Hybrid)

Broadridge Financial Solutions; Phoenix (AZ); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Remote-hybrid work model

Competitive compensation

Job summary

Broadridge Financial Solutions in Phoenix, AZ seeks a contract Trust Data Reconciliation Analyst to document, analyze, and reconcile financial information, providing management and clients with accurate data. This back-office role combines independent work with teamwork to meet daily, monthly, and annual objectives in a remote-hybrid setup.

The position lasts 6–12 months with potential to go permanent. Qualified candidates have a high school diploma, 1–3 years in trust reconciliations, strong

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 and standard software applications.
• Familiarity with securities processing and trust operations is a plus.

Responsibilities

• Document, analyze, and reconcile financial information to provide management and clients with accurate, timely data.
• Review transactions from custodial downloads, NSCC trading activity, and account reconciliation processes.
• Maintain data in the Portfolio Management System and document changes as needed.
• Investigate reconciliation discrepancies and determine appropriate resolution actions.
• Respond to customer inquiries and resolve issues to support client satisfaction.
• Collaborate across departments to promote teamwork and knowledge sharing.
• Develop understanding of internal systems to support research and data analysis.

Skills

Analytical thinking

Strong communication

Attention to detail

Time management

Education

High school diploma or equivalent

Tools

MS Excel

VLOOKUP

Pivot tables

Formulas

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.

#LI-KS1 #LI-Hybrid

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].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients - driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.