Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
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.
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