Operations Document Administrator (Contract) (Hybrid)

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) proactively manages assigned accounts through effective relationship management practices to retain and grow profitable client relationships.

Key Job Functions/Responsibilities

• Develop and maintain a strong understanding of the overall client relationship with Broadridge including familiarity with all contracted services. 

• Meet regularly with clients to obtain a solid understanding of their business and requirements, in order to ensure their requirements and expectations are met.

• Ensure timely and efficient processing of client requests and provide timely responses to client inquiries and investigations.

• Take ownership to coordinate and effectively communicate the solutions around client requests and/or issues.

• Work with internal and external resources to ensure World Class delivery and strive to develop strong working relationships with internal Broadridge Teams.

• Manage and track client change requests, SLA performance, and open service issues.

• Identify and highlight any chronic issues, escalate accordingly and assist in driving resolution.

• Follow up internally with other departments to determine the solution required and timelines for client change requests, SLA performance issues, and open service issues.

• Assist the Account Management Team with the preparation for client presentations. This will include statistical data, production issues, etc.

• Work with the Project Management team during implementation of projects to obtain a full understanding of the clients’ business requirements.

• Work with outside partners and vendors to ensure delivery of production related items is completed, tracked, and delivered in a timely manner

• 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

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

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 inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

#LI-Hybrid #LI-TN1

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.