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Transfer Agent

2 months ago

St Louis, Missouri, United States Broadridge Financial Solutions, Inc. Full time
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 Our team based out of our Edgewood, NY office is looking to bring on a long-term Transfer Agent - Contractor. In this role you will be responsible for the validation of requests for outgoing correspondence, account maintenance, and financial updates received from shareholders through multiple platforms.

This is a temporary one-year, contract role 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 you'll be assigned to a Broadridge office and given the flexibility to work remotely. You will be expected to report to the Edgewood, NY office every Wednesday and Thursday.

Responsibilities:
  • Conduct audit testing of specified transfer agent transactions and reporting processes.
  • Understand and interpret basic financial banking terms. Direct deposit, checking account, savings account, onetime payment, reoccurring payments. Etc.
  • Continuous interaction and output in a team environment, identify reportable issues and potential risk and communicate findings to management.
  • Must be able to organize, prioritize and complete tasks within established time constraints, and interact closely with various levels of staff and management.
  • Assist in managing procedures and documentation to ensure that Audit is aligned with ISO, and Deloitte as well as Broadridge corporate policies, and SEC and NYSE regulations.
    Salary range $19.00 per hour.

    Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

    #LI-SP1

    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: Click here to 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 or by sending an email to