Associate, Operations (Hybrid)

Broadridge Team Member Opportunity

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.

Under the direction of the Manager Operations (Tax), performs daily tasks regarding all tax withholding for client retirement plan distributions, and other duties as assigned, providing "best in class" customer service, and adhering to established guidelines, procedures, and SLAs.

Job 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

Preferred Qualifications

Requires a High School education or equivalent with advanced business / technical school or college training preferred, and / or a 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.

Skills / Competencies

Knowledge of basic business processes and computer applications (Trust systems, Microsoft Excel, Word and Outlook).

Strong written and verbal communication and customer service skills.

Strong analytical and problem-solving abilities.

Extremely adaptive to changes

Must have the ability to prioritize work to meet daily workloads and deadlines.

Basic knowledge of trust business and its particular accounting and tax reporting requirements.

Fundamental understanding of retirement plans, benefit payments and distribution processing.

Relevant Broadridge Competencies

Exceed Client Expectations

Drive Results

Execute Flawlessly

Communicate and Influence

Adapt and Embrace Change

Develop Self and Others

Inspire Others

Compensation Range : The salary range for this position is between $65,000 - $68,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information : 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.

Apply by clicking the application link and submitting your information. The deadline to apply for this role is June 2, 2026.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective.

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws.

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, 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.