Client Project Administrator – Mutual Fund Proxy

Broadridge•Town of Hunter, NY

1d•$75,000 - $85,000

About The Position

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! We’re seeking a Client Project Administrator to join our stellar team. The Client Project Administrator coordinates all phases of complex mutual fund proxy campaigns from inception through final delivery, ensuring accuracy, efficiency, and client satisfaction. This role partners with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements. The Client Project Administrator also maintains strong client relationships while providing administrative and project support in a fast-paced, deadline-driven environment.

Requirements

Bachelor’s degree or equivalent experience preferred
5+ years of mutual fund industry and/or insurance product knowledge familiarity
Excellent written and oral communication skills
Excellent presentation skills
Proficient in Word, Excel, and PowerPoint
Ability to work under tight deadlines
Highly detail oriented
Highly organized with the ability to multi-task and prioritize

Responsibilities

Providing support for the largest, most complex proxy campaigns, coordinates campaigns from initiation to completion, executing all aspects of the campaign.
Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
Maintains excellent client relationships through regular outreach activities, including client visits as required.
Communicates, collaborates, and coordinates with clients, outside vendors, and internal colleagues to ensure all specifications and requirements are gathered and followed during the entire campaign.
Identifies and researches issues/errors/omissions arising during a campaign, working with colleagues and management towards resolution and identifies process improvements in order to reduce and mitigate risk in the future.
Actively participates in SER (System Enhancement) initiatives related to Mutual Fund proxy inclusive of SER/PDD writing, specifications gathering and user acceptance testing and coordination.
Ensures and coordinates all necessary notifications regarding campaign details internally and externally in order to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules.
Working with project manager and senior project manager to provide adhoc administrative support on all proxy campaigns.