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) 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

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-TN1 #LI-Hybrid

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone’s unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.