Client Project Administrator (Mutual Fund Proxy)

TL;DR

Client Project Administrator (Mutual Fund Proxy): Coordinating all phases of complex mutual fund proxy campaigns from inception through final delivery with an accent on accuracy, efficiency, and client satisfaction. Focus on managing campaign requirements, resolving issues, and participating in system enhancement initiatives.

Location: Must be based in Edgewood, NY

Salary: $75,000 - $85,000

Company

hirify.global is a global fintech leader providing investor communications and technology-driven solutions for the financial services industry.

What you will do

• Coordinate complex mutual fund proxy campaigns from initiation to completion, executing all operational aspects.
• Lead and coordinate tasks including data processing, typesetting, programming, billing, and tabulation.
• Maintain strong client relationships through regular outreach and required on-site visits.
• Collaborate with clients, vendors, and internal teams to gather and implement campaign specifications.
• Research and resolve campaign errors while identifying process improvements to mitigate future risk.
• Participate in System Enhancement (SER) initiatives, including PDD writing and user acceptance testing (UAT).

Requirements

• Must be located in or be able to work onsite in Edgewood, NY.
• 5+ years of familiarity with the mutual fund industry and/or insurance products.
• Bachelor’s degree or equivalent professional experience preferred.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Excellent written and oral communication and presentation skills.
• Ability to manage multiple tasks and prioritize under tight deadlines.

Culture & Benefits

• Comprehensive benefit offerings.
• Bonus eligibility.
• Collaborative, engaging, and inclusive work environment that empowers associates to be authentic.
• Commitment to workplace diversity and equal opportunity.