Transfer Agency Reconciliation Specialist - Contract (Remote)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is growing! We are actively seeking an Operations Associate to join our dynamic team! This remote, contract position is within the Transfer Agency Operations group.  You will have a shared responsibility with both the Reconciliation and Finance teams. From an operational perspective, you will be responsible for reconciling various processes and functions, including corporate actions, escheatment, share/fund balances and transactions, purchases/sales, DTC and share reconciliation for dividend distributions.  The Finance aspect will focus more on the bank/fiduciary side and working with the manual and automated reconciliation tools.

Are you a self-starter who demonstrates strong initiative with strong Excel skills? If so, we'd love to hear from you!

This is a temporary contract role expected to last approximately 12 months. This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.
 

Responsibilities:

• Conduct daily cash reconciliations of fiduciary cash accounts.

• Research, analyze and resolve unreconciled items on timely basis.

• Implement and monitor formal processes that ensure reconciliation processes are in compliance with SEC standards.  

• Research possible fraudulent bank activities and report to management.   

• Reconcile and report weekly/quarterly tax liability payments to the IRS and State Treasury.   

• Compile and review monthly revenue booking.

• Assist senior financial analysts and management in monthly fiduciary account reconciliation.

• Ad Hoc research and projects upon request.
   

Requirements:

• Bachelor’s degree in accounting/Finance preferred.

• One year of reconciliation experience preferred.

• Finance industry experience preferred.

• Intermediate proficient in MS Excel.

• Experience with handling large data files and ability to tell a story through data manipulation.

• Ability to work well in a fast-paced, dynamic environment with competing priorities, with the understanding of a team dynamic. 

• Extremely detail oriented, well organized, high standard of accuracy and ability to multi-task.

• Excellent communication skills, both internal and external (vendors, bank partners, etc.)

• Understanding and working knowledge of process guidelines including risk, control, and documentation.

• Experience with proprietary system software and platforms. 
   

The compensation range for this position is $23.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here to view the "EEO is the Law" poster.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].