Trust Reconciliation Operations Specialist – Contract

Broadridge

. Document, analyze, and reconcile financial information to provide management and clients with accurate, timely data .

Posted 10/13/2026full-timeUnited StatesMid-LevelSenior💰 $21 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in financial data analysis and reconciliation, with strong capabilities in using MS Excel for data management and reporting. Possesses a solid understanding of trust operations and the ability to effectively communicate and resolve client inquiries.

Highest-signal resume keywords

Financial Data AnalysisTrust ReconciliationsMS Excel ProficiencyCustomer Service SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReconciliationData EntryData AnalysisVLOOKUPPivot TablesFormulasTrust Business OperationsRetirement PlansBenefit PaymentsDistribution Processing

Soft Skills

Written CommunicationVerbal CommunicationOrganizational AbilitiesCustomer-Service MindsetPrioritization

Tools & Technologies

Portfolio Management SystemStandard Software ApplicationsArtificial Intelligence Tools

Industry Keywords

Trust OperationsSecurities ProcessingSECNSCCACH ActivityAccounting RequirementsTax-Reporting Requirements

About the role

Key responsibilities & impact

Document, analyze, and reconcile financial information to provide management and clients with accurate, timely data
Review transactions from custodial downloads, NSCC trading activity, and account reconciliation processes
Maintain and enter data in the Portfolio Management System, researching and documenting changes
Investigate reconciliation exceptions, identify discrepancy causes, and determine appropriate resolution actions
Research and respond to customer and client inquiries, resolving issues promptly
Develop and maintain positive working relationships across departments
Build working knowledge of the Portfolio Management System and departmental procedures
Learn additional internal systems to support research, data analysis, and issue resolution

Requirements

What you’ll need

High school diploma or equivalent required
1–3 years of experience working with Trust Reconciliations or Trust Operations preferred
Proficiency with computers and standard software applications, including MS Excel
Proficiency with MS Excel, including VLOOKUPs, pivot tables, and formulas
Fundamental understanding of retirement plans, benefit payments, and distribution processing
Basic knowledge of trust business operations, including applicable accounting and tax-reporting requirements
Strong written and verbal communication skills, with a customer-service mindset
Strong analytical, research, problem-solving, and organizational abilities
Ability to prioritize work effectively and meet daily workloads and deadlines
Familiarity with securities processing, including SEC, NSCC, and ACH activity, preferred but not required
Basic understanding of artificial intelligence tools and concepts helpful but not required

Benefits

Comp & perks

Possibility of going permanent after the 6–12 month temporary contract
Collaborative, engaging, and inclusive work environment
Workplace designed to empower associates to be authentic and bring their best to work
Equal employment opportunities
Disability assistance and reasonable accommodations during the application and/or hiring process