Job Description: Location: Hybrid (2 days onsite in Phoenix, Client 85004 OR Denver, CO 80202)Duration: 6-12 months contract (with the possibility of going permanent)MUST HAVE:- Securities knowledge – know the difference between a bond and a stock
- Back-office processing experience
- Candidates with only standard bank experience, without the above, will not be considered
- Proficient with Excel
Assignment Level Descriptor: We are seeking a contract Trust Data Reconciliation Analyst in our Phoenix, Client location. In this back-office role, you will document and analyze financial information, conducting research and analysis, as well as reconciling, to provide management and clients with accurate and timely data. You will contribute both independently and within a team atmosphere to meet daily, monthly, and annual objectives.
Are you looking to join one of the leaders in the Financial Technology industry? If so, we'd love to hear from you!
This is a temporary contract role expected to last 6-12 months, with the possibility of going permanent. This is a remote-hybrid role where you will work 2 days per week in the office.
Responsibilities:- Document, analyze, and reconcile financial information to provide management and clients with accurate, timely data
- Review transactions resulting from custodial downloads, NSCC trading activity, and account reconciliation processes
- Maintain and enter data in the Portfolio Management System, researching and documenting changes as needed
- Investigate reconciliation exceptions, identify the cause of discrepancies, and determine the appropriate actions required for resolution
- Research and respond to customer and client inquiries, resolving issues promptly and supporting customer satisfaction
- Develop and maintain positive, productive working relationships across departments while promoting mutual respect and collaboration
- Build and maintain working knowledge of the Portfolio Management System and departmental procedures
- Develop an understanding of additional internal systems to support research, data analysis, and issue resolution
Qualifications:- High school diploma or equivalent required; additional business, technical, or college-level training preferred
- A minimum of 1-3 years of experience working with Trust Reconciliations or Trust Operations preferred
- Proficiency with computers and standard software applications required, including a solid understanding of MS Excel
- Proficient with MS Excel - VLOOKUPs, pivot tables, formulas, etc.
- Basic understanding of artificial intelligence (AI) tools and concepts is helpful but not required
- Fundamental understanding of retirement plans, benefit payments, and distribution processing is required
- Basic knowledge of trust business operations, including applicable accounting and tax-reporting requirements
- Familiarity with securities processing, including SEC, NSCC, and ACH activity, preferred but not required
- Strong written and verbal communication skills, with a customer-service mindset
- Strong analytical, research, problem-solving, and organizational abilities
- Ability to prioritize work effectively and meet daily workloads and deadlines
About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit
www.ustechsolutions.com .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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