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Financial Operations Associate

Broadridge · Edgewood, Suffolk County

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

Fit summary

Strong fit if you like structured financial ops in a large, process-driven public fintech rather than pure accounting or pure software. Less ideal if you want remote work (listing is on-site) or a freeform startup pace.

Day in the role

As a Financial Operations Associate at Broadridge, expect process-heavy work supporting settlement, reconciliations, exception handling, and control checks that keep client workflows and reporting accurate. Days often mix queue/ticket work, data validation, handoffs with ops and tech partners, and documentation against firm procedures—aligned with Broadridge’s role as infrastructure behind financial documents and market operations.

Skills to emphasize

Prioritize reconciliation literacy, Excel/data hygiene, attention to audit trails, and clear written escalation. Learn basic securities ops vocabulary (settlement, fails, corporate actions, client reporting). No certification list or costs were provided in CERTS.

FAQ from this listing

What does Broadridge actually do?

It is a financial-technology and corporate-services company known for investor communications and capital-markets infrastructure for the financial industry (Wikipedia).

Is this role remote?

No—the job data marks remote as 0, so plan for an on-site or hybrid arrangement at the listed Edgewood location unless the employer states otherwise.

Are salary or Glassdoor ratings available here?

No reliable pay bands or review scores were in the provided data; do not assume figures from other sites for this enricher.

Company facts (cached)

Website: broadridge.com

Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company. Headquartered in Lake Success, New York, the company was founded in 2007 as a spin-off from Automatic Data Processing. Broadridge supplies companies in the financial industry with financial documents such as proxy statements and annual reports, as well as shareholder communications solutions such as virtual annual meetings.

Public cache only — not an employee review.

Role overview (listing rewrite)

Join Broadridge as a Financial Operations Associate based in Edgewood, Suffolk County, where you'll manage critical financial processes that support our business operations. In this full-time role, you'll process essential shareholder and DTC transactions while developing your professional skills within a collaborative, growth-focused environment. About the Role The Financial Operations Associate position focuses on executing the daily workflows that keep Broadridge's financial activities running efficiently. You'll work with shareholder communications, direct investment platform transactions, and financial documentation—tasks that require accuracy, attention to detail, and a commitment to operational excellence. This is an opportunity to build expertise in financial operations while supporting a team dedicated to empowering their colleagues to succeed. What You'll Do Process daily shareholder presentations and related documentation with precision and timeliness Manage DTC (Direct Transfer Company) transaction workflows and supporting communications Maintain accurate financial records and ensure compliance with established procedures Collaborate with team members to resolve operational challenges and identify process improvements Support the broader Financial Operations team in delivering reliable, professional service What We're Looking For Strong organizational and time-management skills to handle multiple daily tasks Meticulous attention to detail in financial data processing and record-keeping Proficiency with spreadsheets, financial software, and standard business applications Excellent written and verbal communication abilities A collaborative mindset and genuine interest in learning from colleagues Problem-solving capability and flexibility in a dynamic operational environment About Broadridge Broadridge is committed to building a workplace where ambition meets opportunity. We foster an environment where professionals can expand their skills, take on meaningful responsibilities, and support each other's growth. Our team-oriented culture rewards those eager to develop professionally while contributing to our mission of operational excellence. How to Apply To apply for this Financial Operations Associate position in Edgewood, Suffolk County, submit your application through this job listing. We look forward to connecting with candidates ready to make an impact on our team.

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Generated for personal interview prep · 2026-07-19 UTC · getajob.ai