Associate, Operations

Job Summary

As an Operations (Data Recon) Associate on our growing team, you will document and analyze financial information. You'll also conduct research and analysis to provide management and Clients with accurate and timely data. Will work independently and within a team atmosphere to meet daily, monthly and annual objectives. While working with data provided from outside custodians, Data Recon Associates are responsible to perform all research necessary to provide accurate and reconciled data by accepted Service Level Agreements. You will work daily to maintain account accuracy while working toward monthly reporting deadline.

Preferred Qualifications

  • College Degree or Equivalent experience preferred
  • Minimum of one year Trust operations experience is preferred.
  • Extensive use of PC and software applications is required.


  • Knowledge of basic business processes and computer applications (Trust Systems, Microsoft Excel and Word).
  • Strong written and verbal communication and customer service skills.
  • Analytical and problem solving abilities.
  • You should have the ability to prioritize workloads and meet deadlines every single day.
  • Ability to work in a dynamic environment.
  • Some securities processing (SEC, NSCC and ACH) preferred but not required.

About Us

Broadridge, a global fintech leader with over $7 billion in market capitalization, provides communications, technology, data and analytics solutions. We help drive business transformation for our clients with solutions for enriching client-engagement, navigating risk, optimizing efficiency and generating revenue growth.

Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the "EEO is the Law" poster.

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

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