Administrator - Print and Proxy Teams
Core
Administrator supporting day-to-day operations of print and proxy services, initiating shareholder meetings, and managing mailings for client shareholders.
Role type
Administrative specialist (securities industry)
Builds
Proxy and non-proxy materials, vote reports, and billing files for issuers and clients.
Domain
Financial services / Capital markets / Securities administration
Required skills
Regulatory compliance (NI 54-101, 51-102), Proxy tabulation, Database management, Microsoft Excel (formulas/macros), Document management, Billing file preparation
Preferred skills
Proxy/Transfer Agent experience, Familiarity with STAC Proxy Protocol Guidelines
Technologies
Microsoft Office Suite, Gmail/Google, Database Management systems
Responsibilities
Initiate specialized meeting setup and external/internal notices; Coordinate printing and mailing of proxy materials; Validate and tabulate proxies according to STAC guidelines; Provide vote reports to Relationship Management teams; Complete affidavits of mailing and post-meeting packages; Manage confidential shareholder information and voting.
Seniority
Entry to Mid-level, hands-on IC