Hybrid Associate, Operations

Posted 2 months ago

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About the role

  • Associate, Operations performing daily tasks regarding tax withholding for client retirement plans. Join Broadridge's team to provide best in class customer service while navigating hybrid work.

Responsibilities

  • Perform daily reconciliation of tax withholding between various systems and multiple accounts
  • Complete tax withholding payments to states and IRS
  • Process tax correction and creation requests in various internal and third-party systems
  • Process stop payment and reissues on distribution checks
  • Perform monthly, quarterly and annual tax withholding filing with states/ IRS
  • Accurately and timely process all daily inquiries, research and outages
  • Handle escalated items and projects given by management
  • Quality Control, consistently double checking any tasks that are processed by the team
  • Balance tax withholding annually between various systems to ensure accurate and timely annual filing
  • Train new employees and coordinate cross training for team members.

Requirements

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

Benefits

  • Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
  • All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

Job title

Associate, Operations

Job type

Experience level

JuniorMid level

Salary

$65,000 - $68,000 per year

Degree requirement

High School Diploma

Location requirements

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