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About the Role

The Sales Administrator supports the Sales team in daily administrative activities, managing internal SOX approval processes, preparing sales documents, and maintaining client contact lists.

Responsibilities

• Manage internal SOX approval process for sales proposals/contracts.
• Proofread and edit sales documents and Contract approval Sheets (CAS’s) 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.

Requirements

• 1-2 years working experience in a fast-paced, dynamic environment, ideally with experience supporting dynamic Sales teams.
• 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.
• Ability to work without distractions during core business hours.
• 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.

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

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• 1-2 years

Education Level

• Community College Diploma in Office Administration/Business/Marketing

Salary/Compensations

• $50,000 – $55,000 CAD

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.

About the Company

• At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
• Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
• We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
• Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
• A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
• 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.
• Encouraging professional development opportunities is a core part of our culture.
• Broadridge provides educational opportunities, including formal classes, training programs and events.
• To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.
• Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Equal Opportunity

• 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.