Broadridge

Operations Document Administrator – Contract

Broadridge

contract

Posted on:

Location Type: Hybrid

Location: Markham • 🇨🇦 Canada

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Job Level

JuniorMid-Level

About the role

  • 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

Requirements

  • Education: College Diploma in Business Administration or equivalent work experience
  • Experience: Minimum 2 years of Client Services experience
  • Mutual Funds, SEDAR and Fund-SERV knowledge is an asset
  • 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
Benefits
  • Background Check Process
  • Workplace Flexibility
  • Accessible & Accommodation

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data entrydocument managementreport generationproduction fulfillmentproject coordination
Soft skills
communication skillsinterpersonal skillsdecision makingattention to detail
Certifications
College Diploma in Business Administration