Mackenzie Investments

  • Operations Services Adjustments

    Job Location CA-ON-Toronto
    Posted Date 2 weeks ago(12/4/2018 11:01 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 $60 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 $140 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 Operations Services Department of Mackenzie Investments is currently accepting applications for an Adjustments Administrator position within the Adjustments team.


    Mackenzie’s Operations Services is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Operations Services manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.

    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 candidate will be responsible for a variety of tasks that include:

    • Managing and accurately completing adjustments requests from both internal and external partners
    • Interpreting and analyzing client request documents including letters of indemnity
    • Completing research on accounts and transactions in SAS to identify root causes of errors
    • Making contacts (telephone, e-mail, fax) to our external partners (head office, advisors, clients) as needed on adjustment customer requests
    • Providing meaningful and concise feedback through error tracking to support the department Quality Program
    • Proactively identifying areas of improvement to increase the accuracy and efficiency of the current processing procedures within Operations Services
    • Assisting with quality control, trade rejects and standard processing customer requests as needed
    • Completing tasks and participating in projects that may be assigned from the Supervisor/Manager/AVP

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

    • Excellent knowledge of one or more specialized products (i.e. RESP, Income, Groups) is an asset
    • Minimum five years of financial services experience in an operations/back office environment
    • Advanced knowledge of Mackenzie products, procedures and systems (i.e. SAS, TreX).
    • Passion for delivering consistent excellent customer service
    • Excellent communication skills, both written and verbal
    • Familiarity with back office data processing, processes/procedures and working knowledge of MS Office
    • Detail oriented, strong decision making and problem-solving skills
    • Good interpersonal, organizational and time-management skills
    • Ability to work well under pressure, in a fast-paced, deadline driven environment
    • Able to collaborate and work effectively with both internal and external partners
    • Post-secondary education or any other relevant work experience in Mutual Funds/Financial Services is an asset
    • Successful completion of the CSC and/or Operations course (IFIC) is an asset
    • Bilingual (French) is an asset

    ***Candidates must be available to work a flexible rotating shift between 7:00 AM - 8:00 PM Monday - Friday, and work weekends occasionally.


    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 December 18, 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 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.


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