Client Project Administrator
7 days ago
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 are seeking a dynamic Client Project Administrator (Contract) to join our Markham, ON office. In this multifaceted role, you will build and sustain positive, long-term relationships with Relationship Managers and internal leaders—becoming a trusted operational partner across teams. You will be responsible for essential administrative tasks including data entry and analysis, coordinating data receipt from external stakeholders, balancing and preparing datasets for mainframe integration, and developing business rules.
This role blends relationship management, service delivery, process improvement, and technical problem-solving. You will produce accurate reporting, manage client data across projects, support procedural initiatives, and handle client inquiries with professionalism and speed. As a crucial support member of the Client Services team, you will also contribute to system enhancement processes and regulatory initiatives—ensuring all deliverables meet the high standards of accuracy and timeliness Broadridge is known for.
Key Job Functions/Responsibilities
Relationship Management- Update and maintain client information across ongoing projects, collaborating with internal teams and contacting external clients to gather missing data, updating client information and ensuring all information is accurate- Act as an integral support member of the Client Services team- Attend investor meetings as required, supporting shareholder validation and scrutiny procedures- Investigate client inquiries regarding preferences, interests, and needs; provide timely and thoughtful responses
Service Delivery- Develop, maintain, and distribute reports and tracking documents for Management, Relationship Managers, and Project Managers- Generate and distribute time-sensitive reports and correspondence with accuracy and speed- Create and deliver ad-hoc reports and datasets upon request- Regularly input and extract data in Excel, using tools such as V-lookups, Pivot tables, and macros to produce reports
Process Improvement- Contribute to the development and implementation of monitoring tools and procedures- Participate in the System Enhancement Request process—drafting and reviewing documentation, supporting testing phases
Technical- Support project tasks including data analysis, file sorting, and drafting written procedures- Expand working knowledge of relevant regulatory instruments including:
- National Instrument 54-101- National Instrument 51-102- National Policy 11-201- National Instrument 81-106- Demonstrate flexibility to work overtime as business needs arise- Perform other duties and special projects as assigned- Other duties as assigned
Basic Skill Requirements
Education:
- Bachelor’s Degree in Business Administration or related field- Professional accreditation in Project Management (PMI) is an asset
Experience:
- 2+ years of experience in an administrative, sales support and/or client support role- Familiarity with Capital Markets (investment community) is an asset- Proficient in Microsoft Excel (advanced functions including V-lookups, Pivot tables, and macro creation)- Strong knowledge of Microsoft suite products, including Word, and Outlook
Skills:
- Effective time and project management skills- Professional communication and organizational skills- Strong attention to detail and commitment to accuracy- Ability to work independently while collaborating across internal teams- Familiarity with regulatory instruments in Canadian securities preferred- Previous experience in client services, project administration, or data analysis roles is a plus- A proactive, “service-first” attitude combined with superior interpersonal and presentation skills- Ability to work independently on projects, with tight deadlines, under mínimal supervision
Tools:
- Windows environment- Microsoft Office Suite- All necessary advanced technological tools are provided- Exposure to database systems is an asset
Recruitment Process
Background Check Process
Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
- Employment verification- Education verification- Credit inquiry- Canadian criminal record check
Workplace Flexibility
We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
Accessibility & Accommodation
Broadridge is an equal opportunity employer and is committed to a diverse and in
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