Administration

• Support administration of employee benefits and leave of absence programs
• Process employee benefit enrollments and changes
• Serve as primary contact for employees regarding leaves of absence
• Respond to employee inquiries regarding benefits programs
• Maintain company intranet Benefits pages

Benefits Administrator

• Lead and manage teams responsible for fund compliance programs, regulatory filings, and financial statement preparation
• Oversee client relationships at a high level and support the administration teams that service them
• Proactively coordinate fund operations and communications with service providers, including investment advisors, custodians, transfer agents, fund accountants, attorneys, and auditors
• Review fund and client account activity to identify potential issues and recommend corrective actions
• Provide training and technical guidance to staff regarding regulatory and procedural changes
• Evaluate existing procedures and implement process improvements to enhance efficiency and compliance
• Provide objective guidance to other supervisors within a team
• Participate in department level initiatives, committees and working groups
• Execute strategies and drive change for the fund administration department and the entire business line
• Support business growth initiatives, including participation in new client or product activities

Fund Administration Supervisor

• Generate reports and dashboards for HR, Finance, and leadership teams
• Contribute to the development and communication of stock plan guidelines, tools, and manager resources
• Provide support in administering and processing equity transactions—including RSUs, PSUs, Non-Qualified Deferred Compensation and ESPP—using Fidelity NetBenefits
• Support grant issuance, vesting events, ESPP enrollments and purchases, and participant communications
• Maintain accurate and auditable equity records; reconcile data with HRIS, Compensation, Payroll, and Finance
• Support in the coordination of tax withholding, payroll processing, and financial reporting for equity and ESPP events
• Provide support to ensure compliance with internal controls, SEC regulations, SOX, and global reporting standards
• Assist with Section 16 filings, insider trading windows, and equity-related audits

Analyst, Stock Plan Administration

• Manage, maintain, and enhance our Power Platform and SharePoint 365 environments.
• Ensure solutions meet standards for deployment and governance.
• Define and enforce security, authentication, and governance best practices using Azure AD, Managed Identities, and Key Vault.
• Implement and manage CI/CD pipelines in Azure DevOps for automated build, testing, and deployment of application components.
• Recommend and implement best practices to improve maintainability, security, and user adoption.
• SharePoint Administration administer and support SharePoint Online.
• Design, configure, and maintain SharePoint sites, libraries, lists, workflows, and permissions.
• Manage site provisioning, migrations, and upgrades.
• Develop and maintain documentation, design diagrams, and deployment standards supporting scalable enterprise delivery.
• Response to user requests for accounts, environments, and guidance in Power Platform.
• Develop training materials, deliver workshops, and provide ongoing support.
• Maintain Power Platform and SharePoint Center of Excellence.

Power Platform Administrator

• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans.
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
• Coordinate year-end valuations and interpret plan documents.
• Process participant transactions such as loans, hardships, and distributions.
• Prepare and file IRS/government forms including 5500, 8955, and 5330.
• Reconcile plan assets and complete trust accounting tasks.
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
• Communicate with clients on plan administration issues with clarity and professionalism.
• Leverage internal systems and technology to streamline processes and improve accuracy.

Retirement Plan Administrator

• Use PowerShell, Azure CLI tools, or basic scripting to automate repetitive operational tasks
• Support day-to-day administration of Azure resources including compute, storage, networking, and platform services
• Assist with enabling connectivity and security requirements for SaaS platforms
• Assist with implementing role-based access control (RBAC), tagging standards, and basic governance policies
• Help maintain monitoring and alerting using Azure Monitor and related tooling
• Help enable and support use of AI-enabled tools and Azure services in a secure, governed manner
• Maintain clear documentation of environments, processes, and operational procedures

Cloud & Platform Administrator, Buffalo/WNY Region

• Support throughout the lifecycle of contracts, including intake, tracking, revisions comparison, signatures, and storage.
• Maintain and organize talent agreements, brand partnership contracts, NDAs, licensing agreements, and amendments.
• Track contract milestones, and deliverables across 4-5 Contract Specialists and their respective Talent Mangers
• Coordinate signature workflows using digital signature platforms (DocuSign, Dropbox Sign, etc.).
• Maintain Lumi, the company’s legal contract repository and documentation systems.
• Support the development and maintenance of contract templates and standardized legal documentation.
• Assist with redlining agreements and implementing revisions based
• Ensure proper version control and documentation of all contract revisions.
• Coordinate with external counsel on contractual issues, legal review, and compliance questions.
• Serve as a liaison between talent management, brand partnerships, finance, and Business & Legal Affairs as required
• Identify opportunities to improve legal workflows, documentation systems, and contract management processes.
• Conduct legal research to support as needed
• General administrative support and special projects when assigned
• Help develop scalable processes to support high-volume creator and brand partnerships.

Contract Administrator

• Assume financial oversight and support for assigned PIs and review funding expenditures by the investigators.
• Assign expenses appropriately based upon activity and partnering with Research Financial Management (RFM) to ensure allowability, administrative reasonableness, appropriate award applicability, and funding availability.
• Assist labs and Private Investigators navigating the complex research ecosystem, including offices and key business process requirements.
• Reconcile and monitor transactions to ensure they are correctly allocated and align with available funding by spending plan or budget available and make corrective adjustments when needed.
• Support purchasing and invoice payments by ensuring purchased supplies/services are received and monitoring outstanding obligations to inform requesting adjustments to close or amend purchase orders when appropriate.
• Establish payroll allocation plans for PIs and their lab members salary coverage and monitor to ensure that allocations are adjusted and extended as needed to maintain.
• Review effort reporting approach as means to review and reconcile payroll, and ensure certifiers complete their certifications by established deadlines.
• Support PIs and labs as a key liaison with RFM efforts to establish and maintain fiscal year budgets for research activity.
• Review and handle spending plans based on grants and approved budgets utilizing established reports available.
• Assist RFM in sponsored project closeout including reallocation of personnel and supplies while also aiding in reporting to sponsors.
• Maintain discretion for confidential information and appropriately handle critical information and sensitive situations.

Research Administrator II

• Oversees the training for a portfolio of schools and owns identified programs
• Collaborates with the Portfolio Vice President to strengthen instruction and programmatic performance of each school
• Manages the launching of new schools; acting as liaison between school, regional and corporate staff
• Mentors and develops other Portfolio Academic Administrators and school-based Academic Administrators
• Maintains cross-state administrator knowledge; gaining versatile expertise
• Articulates, monitors, and delivers academic results
• Develops and coordinates new teacher onboarding materials, training, and support
• Develops and provides required training and professional development aligned with Playbook components

Portfolio Academic Administrator

• Communicate administrative and visual display expectations to team members
• Visit stores to identify successes and opportunities
• Provide recommendations for training and address operational issues

Performance Manager – Administration, Visual

• Design and manage Azure IaaS infrastructure.
• Design and manage Azure PaaS infrastructure.
• Administer Active Directory.
• Administer Office 365.
• Manage security configurations within Azure and Entra (Conditional Access Policies, Named Locations, Risky Users).
• Administer security tools such as Cisco Umbrella, Trend Micro WFBS (endpoints), Trend Micro Vision One (servers), Trellix FireEye (endpoints and servers), AdminByRequest privilege management.
• Provide advanced support to users and developers when issues are escalated by Helpdesk.
• Deploy and manage Windows based virtual machines.
• Work with other members of the team to troubleshoot escalated issues in Azure, Entra and Office365, and SaaS apps.
• Other duties as assigned by manager.

Cloud Administrator

• Design, implement, and optimize WAN solutions to ensure reliable and efficient connectivity across multiple locations.
• Configure and manage WAN devices such as routers, switches, firewalls, and other network hardware.
• Continuously monitor WAN performance, identify issues, and perform advanced troubleshooting to resolve network problems promptly.
• Implement and maintain network security measures to protect data transmitted across the WAN.
• Analyze network traffic and optimize WAN performance to ensure high availability and minimal latency.
• Maintain detailed documentation of the WAN infrastructure, including network diagrams, configurations, and standard operating procedures.
• Generate regular reports on network performance and health.
• Work closely with other IT teams, including LAN administrators, server administrators, and application teams, to ensure seamless integration and operation of the network.
• Plan and execute upgrades, patches, and maintenance activities to keep the WAN infrastructure up-to-date and secure.
• Coordinate with external vendors and service providers for network services, equipment, and support.
• Develop and implement disaster recovery plans to ensure network resiliency and business continuity in case of network failures or emergencies.

Senior Wide Area Network (WAN) Administrator – Government

• Own end-to-end Business Central system configuration across all active modules: Finance, Supply Chain, Manufacturing, Service Management, and Project Accounting
• Manage user accounts, permission sets, and security role assignments; maintain least-privilege access discipline; conduct quarterly access audits
• Administer company setup, posting groups, dimension codes, number series, fiscal period configuration, and multi-currency settings for 23+ country operations
• Manage the BC administration center: environment management, sandbox provisioning, telemetry monitoring, and support ticket escalation
• Own the bi-annual Microsoft release wave cycle — evaluate release notes, configure and test in sandbox, coordinate UAT with module owners, and deploy to production with documented change control
• Design, build, and maintain BC native approval workflows across purchase orders, sales orders, journal entries, production orders, and service management
• Build and maintain Power Automate cloud flows connecting Business Central to Salesforce (CRM/CPQ/Field Service), Microsoft 365, and other business applications
• Translate business process requirements from Finance, Supply Chain, and Operations into automated workflow rules with appropriate approval routing, exception handling, and audit trails
• Govern the Power Platform environment: manage DLP policies, connector permissions, flow ownership, and environment strategy
• Design and maintain automated alerts, notifications, and scheduled jobs (job queue entries) for period-end processes, inventory thresholds, and compliance triggers
• Own the iPaaS integration layer (Celigo or Rapidi) connecting Salesforce CRM/CPQ/Field Service to Business Central — monitor sync health, manage error queues, resolve failures, and coordinate with the Salesforce admin on cross-system issues
• Administer the tax engine integration (Avalara or Vertex): manage nexus configuration, product taxability codes, exemption certificates, and coordinate with Finance for audit readiness
• Manage ISV application administration: revenue recognition module (ASC 606 deferral schedule configuration), subscription/recurring billing engine, and any additional certified AppSource extensions
• Maintain API credentials, OAuth connections, and service accounts for all BC integrations; enforce rotation schedules and access documentation
• Serve as primary technical contact with implementation partner, ISV vendors, and Microsoft support

ERP Administrator – Microsoft 365 Dynamics

• Select and manage a team of data modernization and informatics staff
• Lead the team’s strategic planning and implementation process
• Manage data infrastructure to improve data integration, enhance interoperability, assure effective data governance, and support the development of reporting and visualizations
• Ensure modernization efforts achieve improved timeliness and quality of data, better coordination of data activities and systems, reduction of data burden, and integration of emerging and open-source technologies where possible
• Coordinate with experts across the agency to assess the agency data environment and identify improvements required for the development of an effective data warehouse and data integration strategy.

Senior Application Administrator

• Overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for sponsored funds.
• Providing comprehensive investor relationship support and facilitating audits.
• Identifying and resolving operational issues while implementing controls.
• Training and mentoring junior analysts.
• Reviewing quarterly and monthly valuations for sponsored funds.
• Coordinating audit and tax reporting requirements.
• Managing key vendors associated with the sponsored funds.
• Participating in various ad hoc assignments and new projects to drive operational excellence.

Senior Analyst, Fund Administration – Alternative Assets

• Directs actuarial work performed by EY related to capital adequacy/financial strength
• Oversees the work performed by EY with respect to the company's actuarial liabilities
• Approves asset and liability modeling and analyses of group annuity line of business
• Coordinates with EY on various ALM projects
• Approves valuations of actuarial reserves and liabilities prepared by EY
• Manages performance of the Group Annuity Plan Administration team

Plan Administration Manager

• Assist in handling all client communications in a timely and professional manner
• Ensure all correspondence and client requests are precise, simplified and value add
• Help Relationship Managers guide their clients through the onboarding process within agreed upon SLAs
• Ensure refresh data has been received for all clients pursuant to their agreed upon schedule
• Track all filing deadlines and ensure claims have been filed timely
• Ensure all deficiency and audit deadlines are tracked and responded to timely
• Compile and prepare client reports
• Develop an understanding of Broadridge and the scope of the company
• Develop an understanding of Class Actions and other areas relative to Broadridge/Client Relationship

Associate Client Relations Administrator – Class Actions

• Coordinate the monthly collection of portfolio, financial, and reference data for 300+ funds from multiple internal and external sources
• Validate, reconcile, and analyze data to ensure completeness and accuracy prior to regulatory submission
• Identify and resolve data discrepancies by coordinating with advisers, fund accountants, custodians, and data vendors
• Ingest and format data within standardized reporting templates for Forms N-PORT and N-CEN filings
• Prepare and/or review regulatory filings, including Forms N-PORT, N-CEN, 24f-2, N-PX, and N-CSR, whether prepared internally or by external service providers
• Support new fund launches, including operational setup, vendor coordination, and documentation review
• Assist with regulatory exams, internal audits, and due diligence reviews
• Contribute to continuous improvement of operational processes and internal controls
• Provide guidance and training to junior administrators
• Collaborate with internal teams including Compliance, Legal, Capital Markets, and Client Services
• Coordinate with third-party service providers such as administrators, fund accountants, custodians, auditors, and legal counsel

AVP, Fund Administration

• Support the operations of academic administration and advising in collaboration with program and department leadership.
• Oversee front-of-house operations; supervise and delegate tasks to student employees.
• Organize and manage special events and departmental programming and activities.
• Manage budgets and support faculty research account management.
• Assist with curriculum planning, course scheduling, and registration.

Department Administrator – Politics

• Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross functional teams.
• Manage against established project plans and onboarding milestones to ensure timely execution of key deliverables.
• Interface directly with clients to deliver an outstanding client experience throughout the implementation process.
• Serve as a technical accounting expert for both your team and our clients during the onboarding phase.
• Lead efforts in improving onboarding workflows, applying best practices and process efficiencies.
• Oversee the collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling the data received during the onboarding process.
• Reconcile customer data and review the final setup of the completed customer workspace, checking for quality and accuracy of configuration settings before handoff to the ongoing service teams.
• Identify product development opportunities, routing technical and product feedback from onboarding to the product development teams.
• Participate in special projects as needed.

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