Trust Data Reconciliation Analyst

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 collaborative 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.