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.
The Operations Document Administrator (Contract) will be responsible for supporting ICS Client and Partner Services (C&PS) in providing high standards of delivery for Smart and Private Library process, Summit, Enhanced Packaging, Control # look ups, ETF and Consents and Fulfillment and co-ordination and support of production.
Key Job Functions/Responsibilities
- Ensure a timely response to all internal requests for Private Library submissions according to specified time frames
- Maintain and update Private Library spreadsheets
- Load all Private Library documents into Smart Library using a web-based program
- Segment Prospectus and Prospectus related documents daily using a web-based program
- Review, sort, and forward Smart Library spreadsheets with notation of any issues to Operations Team on a weekly basis
- Ensure all Summit materials handling and delivery are Co-ordinated to support production fulfillment
- Ensure all delivery requirements to support Enhanced packaging are completed and in place to support production
- Be responsible for ETF Consent and Fulfillment Jobs
- Support the C&PS team with requirements related to production fulfillment and delivery
- Work with outside partners and vendors to ensure delivery of production related items is completed, tracked and delivered in a timely manner
- Work with internal and external resources to ensure World Class delivery
- Complete special reports as assigned
- Other duties as assigned
Basic Skill Level Requirements
Education:
- College Diploma in Business Administration or equivalent work experience
- Mutual Funds, SEDAR and Fund-SERV knowledge is an asset
Experience:
- Minimum 2 years of Client Services experience.
- Previous experience as an Administrative Assistant, Coordinator, or Project Assistant
Skills:
- Excellent communication skills (verbal and written)
- Strong interpersonal skills, decision making skills, and attention to detail
Tools:
- Windows environment.
- Computer literate in MS Office with proficiency in Outlook, Excel, and Word
