Mackenzie Investments

  • Processing Administrator

    Job Location CA-ON-Toronto
    Posted Date 4 weeks ago(5/30/2018 11:32 AM)
    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.



    Client Experience within Client Service Organization (CSO) at Mackenzie Investments is currently accepting applications for the position of Processing Administrator, specializing in RDSPs.  Reporting to the Supervisor, Client Experience, the successful candidate’s primary responsibilities will include:

    • Setting up new client accounts on the Unitrax system, by reviewing documentation and ensuring that the application is complete and complies with Mackenzie Investments policies and procedures
    • Reviewing incoming documents and initiating service requests for any requests that are incorrect or incomplete
    • Updating account information such as name, address and standing instructions records for RDSP plan types and other specialized administrative services
    • Processing client financial requests on record keeping systems (Unitrax) for RDSPs and other specialized administrative services
    • Researching, resolving, and responding to RDSP Grant and Bond filing rejects
    • Any other tasks that may be required


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

    • Knowledge of RDSPs, and other registered product policies and procedures
    • Minimum three years financial industry experience in an operations environment
    • A professional attitude and strong customer orientation
    • Excellent written and verbal communication skills
    • Proficient in Word and Excel
    • Ability to excel in a team environment
    • Must be diligent, detail oriented and have strong decisive analytical and problem solving skills
    • Post-secondary education or related work experience
    • Knowledge of processing on the Unitrax system is an asset
    • Successful completion of the CSC and/or Operations course (IFIC) is an asset
    • Bilingualism (French/English) is an asset but not required for the position


    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 June 7, 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 6. 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 # 18-129


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