Job Details

ID #4498283
Estado Arizona
Ciudad Usaz
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Broadridge
Showed 2020-08-05
Fecha 2020-08-03
Fecha tope 2020-10-02
Categoría Etcétera
Crear un currículum vítae

Associate, Trust Operations (JR1017424)

Arizona, Usaz 00000 Usaz USA

Vacancy caducado!

Job Description

As an Associate on our Operations team, you will handle same-day cash processing of contribution and distribution requests from 401(K) participants via checks, ACH, and Fed wire transactions.

  • You'll accurately and timely process all daily inquiries research and items.
  • Handle escalated items and projects given by management.
  • Enterand/or releasewires in the wire system.
  • Quality Control, consistently double checking any transactions that are processed by the team.
  • Closing process which includes balancing transactions at the end of the day.
  • Train new employees and coordinate cross training for team members.

Preferred Qualifications:

  • Requires a High School education or equivalent with advanced business/technical school or college training preferred, and/or a minimum of two to three (2-3) years applicable experience.
  • Minimum of one year of Trust operations experience is required.
  • Extensive use of PC and software applications is required.

Skills/Competencies:

  • 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.
  • Must have the ability to prioritize work to meet daily workloads and deadlines.
  • Basic knowledge of trust business and its particular accounting and tax reporting requirements.
  • Fundamental understanding of retirement plans, benefit payments and distribution processing.
  • Some securities processing (SEC, NSCC, and ACH) preferred, but not required.

Additional Information

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, age or any other protected status.

"Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

US applicants: Click here to view the "EEO is the Law" poster.

Vacancy caducado!

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