Mackenzie Investments

  • Foundation Administrator

    Job Location CA-ON-Toronto
    Posted Date 4 weeks ago(6/21/2018 1:55 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:

    If you are searching for an opportunity to work in an exhilarating and collaborative environment, our Client Solutions Department is currently accepting applications for the position of Charitable Giving Foundation Administrator. 


    As a Foundation Administrator, you will support the Dealer and Advisor community, donors, charities and internal partners by providing an exceptional and consistent experience to our Strategic Charitable Giving Foundation program.  Reporting to the Supervisor, Client Solutions, the primary role of the Foundation Administrator will be to provide quality client service in support of the Foundation’s administrative activities for Mackenzie, Investors Group and Quadrus. 


    The successful candidate will be responsible for:

    • Supporting and responding to internal and external client inquiries related to accounts, the foundation program, and policies and procedures as received through in-bound telephone calls, letters, faxes and email
    • Executing client application and trade instructions
    • Posting transactions within our book of record and working with internal partners as part of the reconciliation process
    • Processing grant requests to charities as recommended by donors and the Foundation
    • Corresponding with donors, charities and other stakeholders
    • Ensuring Foundation policies, procedures and process flows are updated and current on our internal sites
    • Adhering to internal policies and deadlines to ensure regulatory and corporate compliance


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

    • At least 3 years demonstrated working experience
    • Post-secondary education required
    • Bilingual (French/English) is preferred
    • Superior customer service and interpersonal skills
    • Excellent organizational and time management skills
    • Strong verbal and written communication skills
    • Detail oriented
    • General knowledge of Charitable Foundations is an asset
    • General knowledge of mutual fund operations and distribution channels
    • Accounting background and/or experience
    • Intermediate Word
    • Advanced Excel 


    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. 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. The job grade for this position is 7. The referral bonus 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 #18-151


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