Mackenzie Investments

  • Senior Administrative Assistant

    Job Location US-MA-Boston
    Posted Date 4 weeks ago(6/21/2018 9:06 AM)
    Reference Number
    # Positions
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking
    Career Level
    Entry Level, Experienced
    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.

    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.

    Mackenzie Investments is looking for Senior Administrative Assistant, for its Boston-based office location to support the Senior Vice President, Investment Management and Vice President, USA Institutional Sales & Service.


    As a valued member of the Boston-based team your core responsibilities will include:


    • Provide administrative support to Senior Vice President, Investment Management and Vice President, USA Institutional Sales & Service, including, calendar and meeting management, expense reporting, call answering, making travel arrangements and resolving technology issues,
    • Onboard/Offboard team members, including processing new hire forms, IT requirements and support, and working with various stakeholders to ensure smooth transition
    • Meeting set up and management including creating agendas, booking meetings, technology set up, conference calling and catering as needed
    • Assist with preparation of background materials for meeting and conference calls
    • Record and reconcile expenses for entire team in a timely and efficient manner
    • Coordinate travel arrangements for entire team in a timely and efficient manner
    • Record and track vacation and absences for entire team and provide vacation reporting when required
    • Ensure timely processing of invoices for the office
    • Maintain filing system and inventory of office supplies including refreshments for the team
    • Provide reception support (meet and greet visitors, answer/redirect calls etc)
    • Other administrative duties as required by Executives



    The following qualifications are required of the successful candidate:

    • 1-3 years of administrative experience, preferably within the financial service industry
    • Proficiency with MS Office including Outlook, Word, PowerPoint and Excel
    • Maintains a positive atmosphere and fosters an open-door philosophy
    • Excellent communication skills, both written and verbal
    • Ability to interact professionally with individuals at all levels of the organization
    • Ability to work well under pressure
    • Ability to work independently and in a team environment
    • Strong organizational skills with attention to detail, follow-through capabilities and the ability to meet deadlines
    • Proactive Team Player with a Can-Do attitude


    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 29, 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 Applicants:

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


    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 #18-149



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