Client Project Administrator (12-month Contract) (Hybrid)

Broadridge; Toronto; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

A financial services company in Toronto is seeking a Client Project Administrator to empower teams and manage client data. The role involves relationship management, administrative tasks, and process improvement in a hybrid work environment, requiring a background in business administration and proficiency in Excel.

Qualifications

• 2+ years of experience in an administrative, sales support and/or client support role.
• Proficient in Microsoft Excel and other suite products.
• Strong knowledge of Capital Markets (investment community) is an asset.

Responsibilities

• Update and maintain client information across ongoing projects.
• Generate and distribute time-sensitive reports and correspondence.
• Support project tasks including data analysis and drafting procedures.

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 teams

Familiarity with regulatory instruments in Canadian securities

Proactive service-first attitude

Education

Bachelor’s Degree in Business Administration or related field

Professional accreditation in Project Management (PMI)

Tools

Microsoft Excel (advanced functions including V-lookups, Pivot tables, and macro creation)

Microsoft Office Suite

Job description

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 minimal supervision

Tools:

• Windows environment

• Microsoft Office Suite

• All necessary advanced technological tools are provided

• Exposure to database systems is an asset

Recruitment Process

Throughout your application process, you may be asked to contact 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

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.