Mackenzie Investments

  • Operations Services Administrator (Contract)

    Job Location CA-ON-Toronto
    Posted Date 4 weeks ago(6/20/2018 2:56 PM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry 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 is accepting applications for a contract position within the department.


    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 may include:

    • Analyzing and understanding client requests according to IGM policy and procedures and compliance guidelines for the input and processing of registered and non-registered investments.
    • Indexing of documentation through data entry of naming conventions and classifications
    • Providing image management and servicing activities for client accounts
    • Operate information retrieval systems to research and extract records according to established guidelines
    • Exercise quality assurance to ensure information accuracy and business process integrity in a Service Level driven environment.
    • An ongoing focus on continuous improvement (e.g., departmental processes, templates, and standards in an effort to streamline and increase quality of project outcomes).


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

    • Post-secondary education or work experience in a relevant business discipline
    • Exposure to records Management technology, Certification in Records and/or Information Management or equivalent from an approved institution is an asset
    • 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
    • Detail-oriented, organized, good time-management skills, accurate and able to work well in a fast paced deadline driven environment
    • Must be able to work in teams and independently and demonstrate good communications skills, both written and verbal


    ***Candidates must be available to work a flexible rotating shift between 7:00 am – 8:00 pm Monday – Friday.


    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 28, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. 


    External Candidates:

    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 #18-148



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