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 advantage payments
Solid analytical, research, and communication abilities
Bring trust reconciliation, Excel, and financial research skills to Broadridge’s Phoenix-based analyst team supporting accurate client data.
J-18808-Ljbffr