Retirement Plan Operations Associate (Hybrid)
Company
Broadridge
Location
Phoenix, AZ
Type
Full Time
Job Description
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 is hiring! We are seeking an Operations Associate to join our dynamic team! In this role you will, use APX along with other tools to maintain assigned accounts positions and funds in transfer reconciliations for accurate daily reporting. Develops, implements and evaluates processes ensuring business goals and cost requirements are met. Monitors, assesses and ensures high levels of productivity and delivery to achieve planned ROI. Works with software and internet applications including performance issues, maintenance, system resources, and service and support internet sites.
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We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge officeandgiven the flexibility to work remote.
Responsibilities:
- Provides outsourced operational/transactional business process support for clients. Ensures quality service and operational performance within the parameters of both the client needs and contract.
- You will use APX and other tools to maintain and reconcile assigned account's Positions and Funds in Transfer for accurate daily reporting
- You will conduct research and analysis to provide management and Clients with accurate and timely data
- Duties typically include support for routine "back office" processes, data entry, order and application processing, document verification, accounting support and preparing mailings.
- College Degree or Equivalent experience preferred
- Excel experience preferred
- Knowledge of Retirement knowledge, stocks, bonds, 401k's, etc.
- Previous knowledge in trust, retirement, brokerage operations
- Minimum of one year Trust operations experience is preferred
- Extensive use of PC and software applications is required
#LI-MJ1
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: Clickhereto view the "EEO is the Law" poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email [email protected].
Date Posted
01/23/2025
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