Mackenzie Investments

  • Document Management Administrator

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(8/7/2018 2:54 PM)
    Reference Number
    # Positions
    Job Type
    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 $65.8 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.


    DEPARTMENT SUMMARY: The Operations Services team is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements.  Operations Services focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.   


    THE ROLE:  The Operations Services department of Mackenzie Investments is currently accepting applications for the position of Document Management Administrator, Operations Services. Reporting to the Supervisor, Operations Services, the successful candidate will be a career-oriented individual to support the daily operations of a mail center in achieving the timely and efficient delivery of internal and external mail.

    This position is responsible for ensuring internal and external client requests are handled in the most efficient manner and with the highest degree of quality.  The Document Management Administrator is responsible for daily operations within the business unit and must possess excellent interpersonal and communication skills working within a team environment to provide a consistent and reliable client experience.   


    The successful candidate’s responsibilities include:

    • Process incoming correspondence, including opening, logging, collecting and distributing mail
    • Deliver, slot, pickup and sort all incoming mail
    • Perform mail fulfillment for outgoing correspondence
    • Applying business knowledge to contribute to the resolution of escalated and time sensitive issues
    • Proactively maintaining knowledge of business unit policy and procedures and communicates changes as required
    • Process interoffice mail in accordance with courier pickup/delivery schedule
    • Provide courier service and tracking of incoming and outgoing shipments (UPS and ICS)
    • Notify intended recipients(s) by e-mail or telephone of deliveries as soon as possible
    • Operate, monitor and maintain postage mail machines
    • Monitor and track inventory for storage and retrieval of cheque and envelope stock

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

    • Completion secondary school
    • 1 to 3 years’ experience working in a mailroom or in a similar role
    • Strong oral and written communication skills
    • Demonstrated organizational skills with the ability to manage multiple priorities with competing demands within strict timelines
    • Proven analytical, problem solving and decision-making skills in a fast paced, deadline oriented environment
    • Knowledge and experience using both postage shipping and courier systems
    • Strong computer skills including Windows, MS Office Suite, Internet and E-mail
    • Ability to lift up to a maximum weight of 40lbs on a consistent basis
    • Able to be on their feet for extended periods of the time

    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 and have your referral indicate that they were referred by you when completing the application. All resumes should be received by August 15, 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 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 # 18-175


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