Associate Operations
BroadridgeAbout the role
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 Corporate Issuer Solutions manages the transfer agent processing for publicly and privately issued securities. This position is within the Transfer Agency Operations group. The candidate will have responsibility for both the Reconciliation and Finance teams. From an operational perspective, the successful candidate will be responsible for reconciling various processes and functions within BCIS, including corporate actions, share/fund balances and transactions, purchases/sales, and DTC. The Finance aspect will focus more on the bank/fiduciary side and working with the manual and automated reconciliation tools. The associate will also contribute to any ad hoc and planned department projects, including the testing of the Qlik Recon tool.
Responsibilities include:
- Daily Banking reconciliation.
- Review of Unallocated items using the QLIK application.
- Review of Inbound cash check file.
- Positive pay items review and operations metrics tracking.
- Annual reporting to internal/external audit.
- Confirmation of funding from clients.
- Off – Boarding outstanding checks to successor agents
- On-boarding outstanding check from PREV TA’s
- Opening new client accounts
- Close client accounts
- Create workflow cases for CCVC and PUER items.
- OFAC tracking.
- Release wire/ach requests.
- Ad hoc projects
Qualifications:
- 1-3 years of relevant work experience in financial operations.
- A bachelor’s degree in business/accounting/finance, or financial operations experience, would be a strong positive OR demonstrated ability to meet the job requirements through a comparable number of years of work experience.
- Able to communicate clearly and courteously.
- Must have excellent functional computer knowledge in utilizing Microsoft Excel.
- Ability to learn quickly using other technical tools/ applications used to complete daily tasks.
- Exceptionally good organizational skills that are sufficient to accomplish work by established deadlines.
Compensation & Benefits:
- Hourly Rate: $26 per hour
- Bonus Eligibility: Annual bonus
- Paid Time off: 15 vacation days, 5 sick days, and 3 personal days per year
- Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit www.broadridgebenefits.com
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.
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