Shareholder Research Correspondence Administrator CONTRACT (Hybrid-Flexible Options)

Posted 5 Hours Ago
Be an Early Applicant
Edgewood, NY
Entry level
Fintech • Financial Services
The Role
As a Shareholder Research Correspondence Administrator, you'll manage shareholder inquiries, perform account updates, and draft responses for escalated issues. You'll research various items related to shareholder transactions, maintaining accuracy and confidentiality while recommending process improvements.
Summary Generated by Built In

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 growing! We are seeking a contract Shareholder Research Correspondence Administrator to join our dynamic team based in our Edgewood, Long Island location. In this role, you will be answering shareholder inquires made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquires on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer Association).

Do you have a passion for explaining processes to clients in an educational way? Are you looking to join one of the leaders in the Financial Technology industry? If so, we'd love to hear from you!

This is a temporary, contract role expected to last approximately 12 months, with a possibility of going permanent. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely.
 

Responsibilities:

  • Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s
  • Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case
  • Drafts free-hand responses to inquiries or possible critical issues
  • Makes recommendations for form and process improvements
  • May perform other duties/responsibilities as needed or assigned
  • This job must be performed with respect for client privacy, accuracy, speed, and dependability
     

Requirements:

  • Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills
  • Solid writing skills (and willingness to submit a sample)
  • Ability to think critically and interpret requests received from co-workers, clients, and shareholders
  • Bachelors degree preferred
  • General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer
  • Ability to work with multiple persons or groups to build a common and satisfactory response to shareholder inquiries

Hourly range $20/hr

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

#LI-MR1

#LI-Remote


Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

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. US applicants: Click here to view the "EEO is the Law" poster.

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 [email protected].

Top Skills

Internet Explorer
Excel
Microsoft Outlook
Microsoft Word
The Company
HQ: New Hyde Park, NY
14,000 Employees
Hybrid Workplace
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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