Operation Services Administrator (1 yr contract)
Mackenzie Investments
Toronto, ON
Job Description
Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion. We are committed to the financial success of investors, through their eyes.

Our Vision

Everything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, through their eyes.

Our Values

Our growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

At Mackenzie Investments you can Build Your Career with Confidence by:

Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.

Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.

Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.

Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.

The Operations Services Department of Mackenzie Investments is currently accepting applications for several Operations Administrator contract positions within the Core/Income servicing teams.

Mackenzie’s Operations Services is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Operations Services manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.

What we offer:
Opportunity to be part of a team in a professional and dynamic environment
Exciting and convenient downtown Toronto location
Comprehensive coaching, support and training for growth and development
Relationship building skills
The opportunity to further your passion and understanding of the financial industry.
Reporting to a Supervisor, Operations Services, the successful candidates will be responsible for a variety of tasks that include:
Providing account management and servicing activities for client accounts
Interpreting and analyzing documentation for the input and processing of registered and non-registered investment transactions
Ensuring documentation is complete and identifying when follow-up is needed for missing requirements
Processing and completing client requests as received, according to the Mackenzie policy and procedures and compliance guidelines
Completing the processing associated with the maintenance of a variety of products and services
Using various software applications to ensure the accurate completion of client requests
Providing support to internal departments and external clients for all client requests received
The following qualifications will assist the successful candidates in accomplishing these functions:

1-2 years of financial industry experience
Post-secondary education or work experience in a relevant business discipline
Knowledge of Registered Retirement Savings Plans, Registered Income Plans, and other registered products is an asset
Passion for learning and development
Professional attitude and strong customer orientation
Detail-oriented, accurate and able to work well in a deadline driven environment
Good communication skills, both written and verbal
Good interpersonal, organizational and time-management skills
Detail oriented, strong decision making and problem-solving skills
Mutual Fund and Financial Industry knowledge and experience is an asset
Familiarity with back office data processing, processes and procedures and working knowledge of MS Office is an asset
Bilingual (French) is an asset

***Candidates must be available to work a flexible rotating shift between 7:00 AM – 8:00 PM Monday – Friday, and work weekends occasionally.

Internal Applicants:
If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by February 25, 2019. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.

External Applicants:
We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.

Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.

File #18-257