Client Project Administrator – Mutual Fund Proxy

Broadridge Financial Solutions; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Client Project Administrator to coordinate complex mutual fund proxy campaigns from inception through delivery. You will work with clients, vendors, and internal teams to ensure accuracy, efficiency, and satisfaction in a fast-paced setting.

Strong communication, organization, and multi-tasking are essential. Qualifications include a Bachelor's degree or equivalent, 5+ years in mutual funds/insurance, and proficiency with Word/Excel/PowerPoint.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 5+ years mutual fund industry and/or insurance product knowledge.
• Excellent written and oral communication skills.
• Proficient in Word, Excel, and PowerPoint.
• Ability to meet tight deadlines with high attention to detail.
• Highly organized and capable of multitasking.

Responsibilities

• Coordinate all phases of complex mutual fund proxy campaigns from initiation to completion.
• Lead and coordinate tasks ensuring timely data processing, typesetting, operations, programming, and billing.
• Maintain strong client relationships through regular outreach and visits.
• Communicate with clients, vendors, and internal teams to gather specifications.
• Identify issues and drive improvements to reduce risk.
• Participate in SER initiatives including writing specs and coordinating UAT.
• Provide adhoc administrative support to project managers on proxy campaigns.

Skills

Communication

Presentation

Detail oriented

Organization

Multitasking

Client relations

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

## Client Project Administrator – Mutual Fund ProxyApplylocations: Edgewood, NY: New York, NYtime type: Full timeposted on: Posted 8 Days Agojob requisition id: JR1083993At 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’re seeking a Client Project Administrator to join our stellar team. The Client Project Administrator coordinates all phases of complex mutual fund proxy campaigns from inception through final delivery, ensuring accuracy, efficiency, and client satisfaction. This role partners with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements. The Client Project Administrator also maintains strong client relationships while providing administrative and project support in a fast-paced, deadline-driven environment.**Responsibilities:*** Providing support for the largest, most complex proxy campaigns, coordinates campaigns from initiation to completion, executing all aspects of the campaign.* Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.* Maintains excellent client relationships through regular outreach activities, including client visits as required.* Communicates, collaborates, and coordinates with clients, outside vendors, and internal colleagues to ensure all specifications and requirements are gathered and followed during the entire campaign.* Identifies and researches issues/errors/omissions arising during a campaign, working with colleagues and management towards resolution and identifies process improvements in order to reduce and mitigate risk in the future.* Actively participates in SER (System Enhancement) initiatives related to Mutual Fund proxy inclusive of SER/PDD writing, specifications gathering and user acceptance testing and coordination.* Ensures and coordinates all necessary notifications regarding campaign details internally and externally in order to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules.* Working with project manager and senior project manager to provide adhoc administrative support on all proxy campaigns.**Qualifications:*** Bachelor’s degree or equivalent experience preferred* 5+ years of mutual fund industry and/or insurance product knowledge familiarity* Excellent written and oral communication skills* Excellent presentation skills* Proficient in Word, Excel, and PowerPoint* Ability to work under tight deadlines* Highly detail oriented* Highly organized with the ability to multi-task and prioritizeCompensation Range: The salary range for this position is between $75,000 - $85,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligibility: Bonus Eligible Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.#LI-PP1We 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.US applicants: Click here to view the EEOC "Know Your Rights" poster.***Disability Assistance***We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].