Sales Administrator (Hybrid)

At Broadridge weve built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career while helping others along the way come join the Broadridge team.

The Sales Administrator is responsible for supporting the Sales team in daily administrative activities.

Key Job Functions/Responsibilities

• Manage internal SOX approval process for sales proposals/contracts.

• Proofread and edit sales documents and Contract approval Sheets (CASs) as required during SOX approval process.

• Manage the collection filing and distribution internally of signed contract proposals to all required departments.

• Prepare Service Order Checklist and attach to signed proposal as well for internal distribution.

• Provide finance with signed contract proposals to complete month end closed sales report

• Maintain and track the outgoing and receipt of contracts and agreements for reporting purposes through the Sales Tracking Log.

• Assist in the preparation of sales presentations and other sales material as required.

• Maintain and update the sales contact lists for both the Corporate Issuer and Asset Management Clients. Work with the sales executives to have these lists updated on a quarterly basis.

• Prepare and complete the annual mail merge of all of the proxy proposal templates for top 650 Corporate Issuers list including preparation of the annual sales log and BR#s.

• Prepare and assist with scheduling the bi-weekly Sales/Operations meeting for Proxy and ensuring updated reports are distributed at the meetings.

• Prepare direct client mailings as required.

• Manage expense processing on behalf of both ICS and BBD Sales teams.

• Book travel for both ICS and BBD sales teams and monitoring T&E Policy adherence.

• Coordinate with internal departments (including IT Facilities ICS and BBD Management etc.).

• Update track and export reports in Salesforce.

• Assist sales executives with preparing Senior Executive Profile Summary reports.

• Print marketing sheets and prepare client informational packages for meetings as required.

• Coordinate logistics for client events or meetings and Information Sessions (organize food beverages AV equipment and book rooms) as required.

• Assist VP of Sales with preparation annually of the 650 Corporate Issuers List for the Sales team.

• Assist the VP of Sales by preparing year end reports on the status of clients in the 650 list at fiscal year-end.

• Prepare packages with Proxy information regarding screen 6 screen 2 postal information and last invoices.

• Special projects as assigned (Salesforce cleanup projects to reassign accounts Salesforce dump to auto load renewal opportunities e-mail campaign for new product launches cold calling campaigns to corporate issuers).

• Other duties as assigned by the Senior Management team in Sales.

Basic Skill Level Requirements

Education:

• Community College Diploma in Office Administration/Business/Marketing

Experience:

• 1-2 years working experience in a fast-paced dynamic environment ideally with experience supporting dynamic Sales teams

Skills:

• Strong written and verbal communication skills including proofreading and editing abilities

• Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines

• Strong attention to detail and accuracy in preparing documents maintaining records and supporting sales-related activities

• Proactive problem-solving skills and the ability to adapt quickly to changing priorities and requests

• Comfortable working independently while collaborating effectively with Sales teams and other internal stakeholders

• Proficiency with Microsoft Office particularly Outlook Excel PowerPoint and Teams

• Comfortable using CRM systems and maintaining accurate client contact and opportunity information

• Ability to use AI-powered tools responsibly to support administrative tasks research drafting and productivity while maintaining confidentiality and appropriate judgment

• Professional and discreet when handling confidential client and business information

Tools:

• Advanced word processing skills. Microsoft office environment (with emphasis on Excel PowerPoint and Word) email Internet Salesforce.

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.

Compensation

• Salary Range: $50000 $55000 CAD. Compensation may vary depending on a number of factors including a candidates qualifications skills competencies and experience and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work and this role may be eligible for additional discretionary bonuses/incentives and restricted stock units.

• Bonus Eligible Position

• Benefits: Medical dental life and vision insurance. RRSP program with company match paid parental leave competitive vacation days and more. Medical insurance starts immediately upon hire.

Vacancy Disclosure

This posting is for an existing and currently open position within Broadridge.

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 accommodation during the recruitment process please notify our recruitment team.

#LI-TN1 #LI-Hybrid

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 companyand ultimately a communitythat recognizes and celebrates everyones 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.

Required Experience:

Unclear Seniority