Analyze trust data and reconcile financial information at Broadridge in Phoenix, AZ, using MS Excel in a remote-hybrid contract role. Research discrepancies and deliver accurate, timely information for management and clients.

As a contract Trust Data Reconciliation Analyst, you will document financial information, review transactions, and investigate exceptions. The role supports daily, monthly, and annual objectives through independent and team-oriented work. You will maintain Portfolio Management System data while developing knowledge of trust operations, retirement plans, and securities processing.

Key Responsibilities:

- Document, analyze, and reconcile financial information accurately
- Review custodial downloads and NSCC trading transactions
- Maintain Portfolio Management System data and document changes




- Investigate discrepancies and resolve reconciliation exceptions
- Research customer and client inquiries promptly

Requirements:

- High school diploma or equivalent required
- One to three years’ trust reconciliation experience preferred
- Proficiency with MS Excel, including VLOOKUPs and pivot tables
- Understanding of retirement plans and benefit payments
- Strong analytical, research, and communication abilities

Bring trust reconciliation, Excel, and financial research skills to Broadridge’s Phoenix-based analyst team supporting accurate client data.

📌 Trust Data Reconciliation Analyst (Quinte West)
🏢 Broadridge
📍 Quinte West