Proxy Fulfillment Account Executive

2 weeks ago


Toronto, Canada Alliance Advisors Full time

Proxy Logistics with Alliance Advisors is a comprehensive program that oversees all the regulatory obligations and tasks required for a shareholder meeting. Our approach encompasses the selection of the meeting and record date, recommendations on Full Set Delivery or Notice Only, and functions such as printing, web hosting, mailing, vote tabulation and Inspector of Elections services. This unique program gives the client one point of contact for all proxy-related tasks, in lieu of having to communicate with multiple entities and proxy intermediaries individually. Proxy Logistics significantly reduces our clients’ workload surrounding a shareholder meeting.

The Account Executive is an administrative role.

**Responsibilities**
- Process activity in assigned accounts based on client directives in a timely and accurate manner.
- Daily report verification and monitoring for compliance in a designated time frame.
- Act as a primary contact with vendors, stay abreast of industry trends and regulations and analyze current fee structures for services.

**Qualifications and Education Requirements**
- 3 years of experience in a client facing position
- College degree preferred
- Proficiency in Microsoft Office Suite, including advanced Excel functions
- Excellent written and verbal communication skills
- Experience in problem solving and working to tight deadlines whilst achieving good quality outputs
- Self-motivated individual, comfortable working without close supervision
- Organizational skills, attention to detail, a self-driven work ethic, and the ability to prioritize multiple tasks in a high-pressure, deadline-driven environment
- Effective time management skills
- Willingness to work long hours and weekends primarily during peak season (February, March, April, May, June), but on an as-needed basis throughout the year as well


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