Support trust operations and transaction reconciliation for Broadridge in Phoenix, AZ, with solid 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.