Mackenzie Investments

  • Trade Settlement Administrator

    Job Location CA-ON-Toronto
    Posted Date 3 weeks ago(5/1/2018 12:08 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Years of Experience
  • 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 $61.3 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 $142 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 Role:


    The Operations Services Department at Mackenzie Investments is currently accepting applications for the position of Trade Settlements Administrator. Reporting to the Supervisor of Operational Controls & Quality, the successful candidate will be responsible for the following functions:

    • Managing and accurately processing customer requests from both internal and external partners in a back office environment
    • Overseeing the processing and operational administration of various institutional, strategic alliances and fund of fund accounts.
    • Reviewing and completing daily Fundserv wire order trades and processing reports
    • Making contacts (telephone, e-mail, fax) to internal and external partners (dealer head offices, advisors, clients) on customer requests when required
    • Assisting the Operations Services servicing teams with the processing of customer requests when needed
    • Completing tasks and participating in projects that may be assigned from the Supervisor/Manager/Director



    The following qualifications will assist the successful candidate in accomplishing these functions:

    • Minimum two years of financial services experience in an operations/back office environment
    • Strong working knowledge of Fundserv (placement and settlement of wire order trades)
    • Advanced knowledge of Mackenzie products, processing procedures and systems (i.e. SAS, TreX)
    • Passion for delivering consistent excellent customer service
    • Excellent communication skills, both written and verbal
    • Familiarity with back office data processing, processes/procedures and working knowledge of MS Office (i.e. Word, Excel)
    • Detail-oriented with the ability to work well in a fast paced environment
    • Good interpersonal, organizational and time-management skills
    • Exposure to Excel macros is an asset
    • Post-secondary education or any other relevant work experience in Mutual Funds/Financial Services is an asset
    • Successful completion of the CSC and/or Operations course (IFIC) 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 May 9, 2018.  If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade for this position is 7. The referral bonus for this position is 1.


    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 # 18-106


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