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Trust Operations Associate - Contract (Hybrid - Flexible Options) at Broadridge Financial Solutions

Trust Operations Associate - Contract (Hybrid - Flexible Options)

Broadridge Financial Solutions Denver, CO Full-Time
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is growing! We are looking for a contract Trust Operations Associate to join our dynamic team based out of our Denver, CO office. In this role, you will process both manual and automated settlement and disbursement requests from Third Party Administrator (TPA) clients. You will also provide outstanding customer service by replying to email inquiries and speaking with clients over the phone.

Are you looking to join one of the leaders in the Financial Technology industry? Do you have a desire to find solutions and offer resolutions, with a high level of accuracy? If so, we'd love to hear from you!

This is a temporary, contract role expected to last approximately 12 months, with the potential to go full time. 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 youll be assigned to a Broadridge office and given the flexibility to work remotely.


+ Review and process Third Party Administrator (TPA) files and requests

+ Answer customer inquiries received via phone and email, occasionally assisting supervisor with escalated calls

+ Process, balance, and release daily settlement files

+ Process manual disbursement requests

+ Process billing charges for safekeeping/custodial work processed on a daily and monthly basis

+ Maintain customer files and records

+ Handle more intricate research inquiries from customers/clients to resolve any problems and ensure customer satisfaction


+ Associate or Bachelors degree preferred

+ Some financial experience and a knowledge of the Trust business preferred

+ Strong attention to detail with a high level of accuracy

+ 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 deadlines

+ Fundamental understanding of retirement plans, benefit payments and distribution processing preferred



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, or 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. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling
or by sending an email to [ Email address blocked ] - Click here to apply to Trust Operations Associate - Contract (Hybrid - Flexible Options) .

Recommended Skills

  • Analytical
  • Attention To Detail
  • Billing
  • Business Processes
  • Communication
  • Customer Satisfaction
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