Reconcile financial data for Broadridge's Phoenix team while working two office days weekly in a remote-hybrid contract arrangement. Apply research, analysis, and customer-service skills to resolve discrepancies.

As a Trust Data Reconciliation Analyst, you will provide management and clients with accurate, timely data. Your work includes researching financial information, reviewing securities processing activity, documenting changes, and supporting issue resolution. Familiarity with SEC, NSCC, and ACH activity is preferred, while basic AI concepts are helpful but not required.

Key Responsibilities:

- Conduct financial research and analysis for reconciliation
- Document changes within internal systems and procedures
- Investigate discrepancies and determine resolution actions




- Develop working knowledge of departmental systems
- Maintain productive cross-department working relationships

Requirements:

- High school diploma or equivalent required
- One to three years' trust reconciliation experience preferred
- Computer proficiency and solid MS Excel understanding
- Knowledge of retirement distributions and benefit payments
- Solid written, verbal, analytical, and organizational skills

Use financial analysis, reconciliation, and research capabilities to support accurate records and timely issue resolution at Broadridge.

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