Client Project Administrator – Mutual Fund Proxy

About the role

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

• Provide support for the largest, most complex proxy campaigns, coordinating campaigns from initiation to completion, executing all aspects of the campaign.
• Lead and coordinate all tasks, ensuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
• Maintain excellent client relationships through regular outreach activities, including client visits as required.
• Communicate, collaborate, and coordinate with clients, outside vendors, and internal colleagues to ensure all specifications and requirements are gathered and followed during the entire campaign.
• Identify and research issues/errors/omissions arising during a campaign, working with colleagues and management towards resolution and identifying process improvements to reduce and mitigate risk in the future.
• Actively participate in SER (System Enhancement) initiatives related to Mutual Fund proxy, including SER/PDD writing, specifications gathering, and user acceptance testing and coordination.
• Ensure and coordinate all necessary notifications regarding campaign details internally and externally to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules.
• Work with project manager and senior project manager to provide ad-hoc administrative support on all proxy campaigns.

Requirements

• 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 prioritize.

Pay

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 eligible.

Benefits

Comprehensive benefit offerings are available. For more information, visit www.broadridgebenefits.com.