Trust Operations Associate

Broadridge is hiring! We are seeking a Trust Operations Associate in our Denver, CO office. In this position you will process manual and automated requests from MSCS and Third Party Administrators (TPA), and respond to customer calls providing “best in class” customer service. You will review and process TPA files and requests. You will process, balance and release daily settlements. You will answer customer inquiries received via 800-phone line and email. You will maintain customer files and records. You will report to the Trust Operations Supervisor and/or the Manager of Operations.

Responsibilities include:

  • Process manual purchase and distribution requests
  • Process billing charges for safekeeping/custodial work processed on a daily/monthly basis
  • Research inquiries from customers/clients to resolve any problems and ensure customer happiness
  • Perform other related duties

Qualifications:

  • High School education or equivalent; advanced business/technical school or college training preferred
  • 1+ years of trust operations experience preferred
  • Basic knowledge of trust business and its particular accounting and tax reporting requirements
  • Fundamental understanding of IRAs, retirement plans, benefit payments and distribution processing
  • Some securities processing (SEC, NSCC, and ACH) experience preferred
  • Extensive use of PC and software applications
  • Knowledge of basic business processes and computer applications (trust systems, Microsoft Office, etc.)
  • Strong written and verbal communication and customer service skills
  • Analytical and problem solving abilities
  • Ability to prioritize work to meet daily workloads and deadlines

About us:

Broadridge Financial Solutions, Inc. (NYSE:BR) is a global Fintech company with a market cap of ~$8B. We are the leading provider of investor communications and technology solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and data and analytics solutions provide financial institutions complex, scalable platforms to help them grow their businesses. Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe and Asia. Please visit our website www.broadridge.com 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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